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403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE
Plan identification number 003

403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

AFFINIA HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:AFFINIA HEALTHCARE
Employer identification number (EIN):430817642
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JANET VOSS JANET VOSS2018-10-15
0032016-01-01JANET VOSS JANET VOSS2017-10-05
0032015-01-01JANET VOSS JANET VOSS2016-10-14
0032014-01-01JANET VOSS JANET VOSS2015-10-14
0032013-01-01JANET VOSS
0032012-01-01JANET VOSS JANET VOSS2013-10-11
0032011-01-01JANET VOSS JANET VOSS2012-07-27
0032009-01-01JANET VOSS JANET VOSS2010-10-15

Plan Statistics for 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE

Measure Date Value
2022: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2022 401k membership
Total participants, beginning-of-year2022-01-01636
Total number of active participants reported on line 7a of the Form 55002022-01-01402
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01314
Total of all active and inactive participants2022-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01721
Number of participants with account balances2022-01-01625
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2021 401k membership
Total participants, beginning-of-year2021-01-01538
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01201
Total of all active and inactive participants2021-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01566
Number of participants with account balances2021-01-01546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2020 401k membership
Total participants, beginning-of-year2020-01-01607
Total number of active participants reported on line 7a of the Form 55002020-01-01348
Number of other retired or separated participants entitled to future benefits2020-01-01250
Total of all active and inactive participants2020-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01601
Number of participants with account balances2020-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2019 401k membership
Total participants, beginning-of-year2019-01-01565
Total number of active participants reported on line 7a of the Form 55002019-01-01359
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01182
Total of all active and inactive participants2019-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01543
Number of participants with account balances2019-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2018 401k membership
Total participants, beginning-of-year2018-01-01627
Total number of active participants reported on line 7a of the Form 55002018-01-01423
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01208
Total of all active and inactive participants2018-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01632
Number of participants with account balances2018-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2017 401k membership
Total participants, beginning-of-year2017-01-01568
Total number of active participants reported on line 7a of the Form 55002017-01-01417
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01208
Total of all active and inactive participants2017-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01627
Number of participants with account balances2017-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2016 401k membership
Total participants, beginning-of-year2016-01-01519
Total number of active participants reported on line 7a of the Form 55002016-01-01360
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01207
Total of all active and inactive participants2016-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01568
Number of participants with account balances2016-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2015 401k membership
Total participants, beginning-of-year2015-01-01488
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01199
Total of all active and inactive participants2015-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01519
Number of participants with account balances2015-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0142
2014: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2014 401k membership
Total participants, beginning-of-year2014-01-01475
Total number of active participants reported on line 7a of the Form 55002014-01-01327
Number of other retired or separated participants entitled to future benefits2014-01-01159
Total of all active and inactive participants2014-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01488
Number of participants with account balances2014-01-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2013 401k membership
Total participants, beginning-of-year2013-01-01442
Total number of active participants reported on line 7a of the Form 55002013-01-01335
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01475
Number of participants with account balances2013-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2012 401k membership
Total participants, beginning-of-year2012-01-01350
Total number of active participants reported on line 7a of the Form 55002012-01-01312
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01128
Total of all active and inactive participants2012-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01442
Number of participants with account balances2012-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2011 401k membership
Total participants, beginning-of-year2011-01-01400
Total number of active participants reported on line 7a of the Form 55002011-01-01313
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01350
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2009 401k membership
Total participants, beginning-of-year2009-01-01296
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01309
Number of participants with account balances2009-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,155,379
Total of all expenses incurred2022-12-31$1,764,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,761,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,850,599
Value of total assets at end of year2022-12-31$24,049,328
Value of total assets at beginning of year2022-12-31$28,968,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,859
Total interest from all sources2022-12-31$39,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,312,375
Participant contributions at end of year2022-12-31$49,867
Participant contributions at beginning of year2022-12-31$206
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,158
Administrative expenses (other) incurred2022-12-31$2,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,919,478
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,049,328
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,968,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$20,811,638
Value of interest in pooled separate accounts at beginning of year2022-12-31$25,823,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$39,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,967,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,936,318
Net investment gain/loss from pooled separate accounts2022-12-31$-5,045,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$519,066
Employer contributions (assets) at end of year2022-12-31$219,875
Employer contributions (assets) at beginning of year2022-12-31$209,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,761,240
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS LLP
Accountancy firm EIN2022-12-31440160260
2021 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,724,936
Total of all expenses incurred2021-12-31$1,946,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,942,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,910,551
Value of total assets at end of year2021-12-31$28,968,806
Value of total assets at beginning of year2021-12-31$25,190,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,364
Total interest from all sources2021-12-31$175,277
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,206,218
Participant contributions at end of year2021-12-31$206
Participant contributions at beginning of year2021-12-31$33,385
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$208,737
Administrative expenses (other) incurred2021-12-31$3,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,778,610
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,968,806
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,190,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$25,823,041
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,200,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$175,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,936,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,722,839
Net investment gain/loss from pooled separate accounts2021-12-31$3,639,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$495,596
Employer contributions (assets) at end of year2021-12-31$209,241
Employer contributions (assets) at beginning of year2021-12-31$233,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,942,962
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS LLP
Accountancy firm EIN2021-12-31440160260
2020 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,487,616
Total of all expenses incurred2020-12-31$1,279,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,277,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,821,786
Value of total assets at end of year2020-12-31$25,190,196
Value of total assets at beginning of year2020-12-31$20,981,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,614
Total interest from all sources2020-12-31$40,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,125,153
Participant contributions at end of year2020-12-31$33,385
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,178
Administrative expenses (other) incurred2020-12-31$1,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,208,531
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,190,196
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,981,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$22,200,511
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,632,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$40,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,722,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,139,792
Net investment gain/loss from pooled separate accounts2020-12-31$3,625,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$501,455
Employer contributions (assets) at end of year2020-12-31$233,461
Employer contributions (assets) at beginning of year2020-12-31$209,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,277,471
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$5,554,558
Total income from all sources (including contributions)2019-12-31$5,554,558
Total of all expenses incurred2019-12-31$1,934,925
Total of all expenses incurred2019-12-31$1,934,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,934,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,934,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,915,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,915,909
Value of total assets at end of year2019-12-31$20,981,665
Value of total assets at end of year2019-12-31$20,981,665
Value of total assets at beginning of year2019-12-31$17,362,032
Value of total assets at beginning of year2019-12-31$17,362,032
Total interest from all sources2019-12-31$45,634
Total interest from all sources2019-12-31$45,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,137,712
Contributions received from participants2019-12-31$1,137,712
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$350,552
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$350,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,619,633
Value of net income/loss2019-12-31$3,619,633
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,981,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,981,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,362,032
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,362,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$18,632,873
Value of interest in pooled separate accounts at end of year2019-12-31$18,632,873
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,807,152
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,807,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$45,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,139,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,139,792
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,345,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,345,880
Net investment gain/loss from pooled separate accounts2019-12-31$3,593,015
Net investment gain/loss from pooled separate accounts2019-12-31$3,593,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$427,645
Contributions received in cash from employer2019-12-31$427,645
Employer contributions (assets) at end of year2019-12-31$209,000
Employer contributions (assets) at end of year2019-12-31$209,000
Employer contributions (assets) at beginning of year2019-12-31$209,000
Employer contributions (assets) at beginning of year2019-12-31$209,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,934,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,934,925
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$678,694
Total of all expenses incurred2018-12-31$1,357,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,357,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,642,467
Value of total assets at end of year2018-12-31$17,362,032
Value of total assets at beginning of year2018-12-31$18,041,084
Total interest from all sources2018-12-31$35,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,115,800
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-679,052
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,362,032
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,041,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$14,807,152
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,164,797
Interest earned on other investments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$35,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,345,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,667,287
Net investment gain/loss from pooled separate accounts2018-12-31$-998,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$464,180
Employer contributions (assets) at end of year2018-12-31$209,000
Employer contributions (assets) at beginning of year2018-12-31$209,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,357,746
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,164,829
Total of all expenses incurred2017-12-31$961,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$961,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,068,267
Value of total assets at end of year2017-12-31$18,041,084
Value of total assets at beginning of year2017-12-31$14,838,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$277
Total interest from all sources2017-12-31$38,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$277
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,103,206
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$539,422
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$3,202,972
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,041,084
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,838,112
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 pooled separate accounts at end of year2017-12-31$15,164,797
Value of interest in pooled separate accounts at beginning of year2017-12-31$12,206,913
Interest earned on other investments2017-12-31$38,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,667,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,422,199
Net investment gain/loss from pooled separate accounts2017-12-31$2,057,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$425,639
Employer contributions (assets) at end of year2017-12-31$209,000
Employer contributions (assets) at beginning of year2017-12-31$209,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$961,580
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,486,495
Total of all expenses incurred2016-12-31$1,299,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,295,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,517,300
Value of total assets at end of year2016-12-31$14,838,112
Value of total assets at beginning of year2016-12-31$13,650,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,498
Total interest from all sources2016-12-31$35,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,498
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$953,754
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$139,649
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$1,187,153
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,838,112
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,650,959
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
Value of interest in pooled separate accounts at end of year2016-12-31$12,206,913
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,928,691
Interest earned on other investments2016-12-31$35,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,422,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,513,196
Net investment gain/loss from pooled separate accounts2016-12-31$933,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$423,897
Employer contributions (assets) at end of year2016-12-31$209,000
Employer contributions (assets) at beginning of year2016-12-31$209,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,295,844
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,424,465
Total of all expenses incurred2015-12-31$1,136,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,134,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,464,837
Value of total assets at end of year2015-12-31$13,650,959
Value of total assets at beginning of year2015-12-31$13,363,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,390
Total interest from all sources2015-12-31$34,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,390
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$879,619
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$172,453
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$287,760
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,650,959
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,363,199
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
Value of interest in pooled separate accounts at end of year2015-12-31$10,928,691
Value of interest in pooled separate accounts at beginning of year2015-12-31$10,806,507
Interest earned on other investments2015-12-31$34,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,513,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,346,678
Net investment gain/loss from pooled separate accounts2015-12-31$-74,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$412,765
Employer contributions (assets) at end of year2015-12-31$209,072
Employer contributions (assets) at beginning of year2015-12-31$210,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,134,315
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 appraiser2015-12-31No
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,235,961
Total of all expenses incurred2014-12-31$844,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$842,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,557,991
Value of total assets at end of year2014-12-31$13,363,199
Value of total assets at beginning of year2014-12-31$11,971,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,265
Total interest from all sources2014-12-31$36,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,265
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$829,939
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$77,277
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$1,391,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,363,199
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,971,489
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
Value of interest in pooled separate accounts at end of year2014-12-31$10,806,507
Value of interest in pooled separate accounts at beginning of year2014-12-31$9,375,204
Interest earned on other investments2014-12-31$36,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,346,678
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,390,091
Net investment gain/loss from pooled separate accounts2014-12-31$641,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$650,775
Employer contributions (assets) at end of year2014-12-31$210,014
Employer contributions (assets) at beginning of year2014-12-31$206,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$842,986
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 appraiser2014-12-31No
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,943,387
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$973,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$972,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,220,550
Value of total assets at end of year2013-12-31$11,971,489
Value of total assets at beginning of year2013-12-31$10,001,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$797
Total interest from all sources2013-12-31$34,830
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$797
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$780,355
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$35,412
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$1,969,927
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,971,489
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,001,562
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 pooled separate accounts at end of year2013-12-31$9,375,204
Value of interest in pooled separate accounts at beginning of year2013-12-31$7,792,651
Interest earned on other investments2013-12-31$34,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,390,091
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,870,728
Net investment gain/loss from pooled separate accounts2013-12-31$1,688,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$404,783
Employer contributions (assets) at end of year2013-12-31$206,194
Employer contributions (assets) at beginning of year2013-12-31$338,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$972,663
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 appraiser2013-12-31No
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 name2013-12-31BKD,LLP
Accountancy firm EIN2013-12-31440160260
2012 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,203,194
Total of all expenses incurred2012-12-31$585,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$582,988
Expenses. Certain deemed distributions of participant loans2012-12-31$1,546
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,330,189
Value of total assets at end of year2012-12-31$10,001,562
Value of total assets at beginning of year2012-12-31$8,383,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$792
Total interest from all sources2012-12-31$33,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$792
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$752,143
Participant contributions at beginning of year2012-12-31$25,110
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,668
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$1,617,868
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,001,562
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,383,694
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 pooled separate accounts at end of year2012-12-31$7,792,651
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,265,083
Interest on participant loans2012-12-31$4,219
Interest earned on other investments2012-12-31$28,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,870,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,454,768
Net investment gain/loss from pooled separate accounts2012-12-31$839,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$537,378
Employer contributions (assets) at end of year2012-12-31$338,183
Employer contributions (assets) at beginning of year2012-12-31$638,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$582,988
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 name2012-12-31BKD LLP
Accountancy firm EIN2012-12-31440160260
2011 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,531,960
Total of all expenses incurred2011-12-31$467,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$454,409
Expenses. Certain deemed distributions of participant loans2011-12-31$11,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,594,307
Value of total assets at end of year2011-12-31$8,383,694
Value of total assets at beginning of year2011-12-31$7,318,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$813
Total interest from all sources2011-12-31$31,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$813
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$681,613
Participant contributions at end of year2011-12-31$25,110
Participant contributions at beginning of year2011-12-31$31,789
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,758
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$1,064,770
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,383,694
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,318,924
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 pooled separate accounts at end of year2011-12-31$6,265,083
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,412,116
Interest on participant loans2011-12-31$4,358
Interest earned on other investments2011-12-31$27,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,454,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,250,406
Net investment gain/loss from pooled separate accounts2011-12-31$-93,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$817,936
Employer contributions (assets) at end of year2011-12-31$638,733
Employer contributions (assets) at beginning of year2011-12-31$624,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$454,409
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 name2011-12-31BKD LLP
Accountancy firm EIN2011-12-31440160260
2010 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,279,382
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$441,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$441,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,545,295
Value of total assets at end of year2010-12-31$7,318,924
Value of total assets at beginning of year2010-12-31$5,481,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$142
Total interest from all sources2010-12-31$32,978
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$142
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$709,041
Participant contributions at end of year2010-12-31$31,789
Participant contributions at beginning of year2010-12-31$19,780
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,820
Other income not declared elsewhere2010-12-31$0
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$1,837,571
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,318,924
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,481,353
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 pooled separate accounts at end of year2010-12-31$5,412,116
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,703,579
Interest on participant loans2010-12-31$4,022
Interest earned on other investments2010-12-31$28,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,250,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$985,783
Net investment gain/loss from pooled separate accounts2010-12-31$701,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$800,434
Employer contributions (assets) at end of year2010-12-31$624,613
Employer contributions (assets) at beginning of year2010-12-31$772,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$441,669
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 name2010-12-31BKD LLP
Accountancy firm EIN2010-12-31440160260
2009 : 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 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 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE

2022: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN FOR AFFINIA HEALTHCARE 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered721
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered566
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,923
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2923
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP.PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered601
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,928
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2928
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered543
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,459
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1459
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered632
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,779
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2779
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number089007-H
Policy instance 1
Insurance contract or identification number089007-H
Number of Individuals Covered627
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,858
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4858
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE

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