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Plan Name | TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | TIMKENSTEEL CORPORATION |
Employer identification number (EIN): | 464024951 |
NAIC Classification: | 331110 |
NAIC Description: | Iron and Steel Mills and Ferroalloy Manufacturing |
Additional information about TIMKENSTEEL CORPORATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 2013-10-24 |
Company Identification Number: | 2240402 |
Legal Registered Office Address: |
1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114 |
More information about TIMKENSTEEL CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | KRISTOPHER R. WESTBROOKS | 2023-10-13 | KRISTOPHER R. WESTBROOKS | 2023-10-13 |
002 | 2021-01-01 | KRISTOPHER R. WESTBROOKS | 2022-10-12 | KRISTOPHER R. WESTBROOKS | 2022-10-12 |
002 | 2020-01-01 | KRISTOPHER R. WESTBROOKS | 2021-10-14 | KRISTOPHER R. WESTBROOKS | 2021-10-14 |
002 | 2019-01-01 | KRISTOPHER R. WESTBROOKS | 2020-10-12 | KRISTOPHER R. WESTBROOKS | 2020-10-12 |
002 | 2018-01-01 | KRISTOPHER R. WESTBROOKS | 2019-10-14 | KRISTOPHER R. WESTBROOKS | 2019-10-14 |
002 | 2017-01-01 | ||||
002 | 2016-01-01 | CHRISTOPHER J. HOLDING | |||
002 | 2015-01-01 | CHRISTOPHER J. HOLDING | |||
002 | 2014-05-01 | CHRISTOPHER J. HOLDING |
Measure | Date | Value |
---|---|---|
2022: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 862,828,303 |
Acturial value of plan assets | 2022-12-31 | 862,828,303 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 579,131,861 |
Number of terminated vested participants | 2022-12-31 | 347 |
Fundng target for terminated vested participants | 2022-12-31 | 17,920,182 |
Active participant vested funding target | 2022-12-31 | 149,768,654 |
Number of active participants | 2022-12-31 | 1,384 |
Total funding liabilities for active participants | 2022-12-31 | 200,542,346 |
Total participant count | 2022-12-31 | 4,508 |
Total funding target for all participants | 2022-12-31 | 797,594,389 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 58,380,019 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 58,380,019 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 60,761,924 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 11,731,168 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 7,259,178 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 7,259,178 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 4,410 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,120 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 809 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 323 |
Total of all active and inactive participants | 2022-01-01 | 2,252 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 49 |
Total participants | 2022-01-01 | 2,301 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 884,334,975 |
Acturial value of plan assets | 2021-12-31 | 884,334,975 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 571,589,149 |
Number of terminated vested participants | 2021-12-31 | 340 |
Fundng target for terminated vested participants | 2021-12-31 | 16,399,790 |
Active participant vested funding target | 2021-12-31 | 152,422,711 |
Number of active participants | 2021-12-31 | 1,507 |
Total funding liabilities for active participants | 2021-12-31 | 196,689,929 |
Total participant count | 2021-12-31 | 4,614 |
Total funding target for all participants | 2021-12-31 | 784,678,868 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 65,148,149 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 14,633,293 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 50,514,856 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 58,380,019 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 11,764,572 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 4,515 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,384 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2,113 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 322 |
Total of all active and inactive participants | 2021-01-01 | 3,819 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 591 |
Total participants | 2021-01-01 | 4,410 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 817,330,149 |
Acturial value of plan assets | 2020-12-31 | 817,330,149 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 537,103,429 |
Number of terminated vested participants | 2020-12-31 | 346 |
Fundng target for terminated vested participants | 2020-12-31 | 16,271,199 |
Active participant vested funding target | 2020-12-31 | 182,079,806 |
Number of active participants | 2020-12-31 | 1,659 |
Total funding liabilities for active participants | 2020-12-31 | 224,560,556 |
Total participant count | 2020-12-31 | 4,700 |
Total funding target for all participants | 2020-12-31 | 777,935,184 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 73,707,713 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 17,958,826 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 55,748,887 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 65,148,149 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 11,936,530 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 25,753,184 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 14,633,293 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 14,633,293 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 4,607 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,504 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 2,111 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 312 |
Total of all active and inactive participants | 2020-01-01 | 3,927 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 588 |
Total participants | 2020-01-01 | 4,515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 16 |
2019: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 749,079,668 |
Acturial value of plan assets | 2019-12-31 | 791,134,347 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 542,491,904 |
Number of terminated vested participants | 2019-12-31 | 345 |
Fundng target for terminated vested participants | 2019-12-31 | 16,294,413 |
Active participant vested funding target | 2019-12-31 | 184,843,522 |
Number of active participants | 2019-12-31 | 1,687 |
Total funding liabilities for active participants | 2019-12-31 | 226,624,472 |
Total participant count | 2019-12-31 | 4,708 |
Total funding target for all participants | 2019-12-31 | 785,410,789 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 92,075,797 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 15,288,931 |
Amount remaining of prefunding balance | 2019-12-31 | 76,786,866 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 73,707,713 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 11,673,158 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 67,984,155 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 24,188,836 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 24,188,836 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 4,617 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,659 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2,041 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 318 |
Total of all active and inactive participants | 2019-01-01 | 4,018 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 589 |
Total participants | 2019-01-01 | 4,607 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 832,714,924 |
Acturial value of plan assets | 2018-12-31 | 806,972,566 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 505,263,829 |
Number of terminated vested participants | 2018-12-31 | 375 |
Fundng target for terminated vested participants | 2018-12-31 | 23,154,048 |
Active participant vested funding target | 2018-12-31 | 165,387,421 |
Number of active participants | 2018-12-31 | 1,536 |
Total funding liabilities for active participants | 2018-12-31 | 214,537,654 |
Total participant count | 2018-12-31 | 4,533 |
Total funding target for all participants | 2018-12-31 | 742,955,531 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 113,287,732 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 13,348,930 |
Amount remaining of prefunding balance | 2018-12-31 | 99,938,802 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 19,555,845 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 92,075,797 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 9,945,022 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 28,058,762 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 15,288,931 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 15,288,931 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 4,435 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,681 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2,048 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 322 |
Total of all active and inactive participants | 2018-01-01 | 4,051 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 566 |
Total participants | 2018-01-01 | 4,617 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 791,920,488 |
Acturial value of plan assets | 2017-12-31 | 816,210,876 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 492,553,731 |
Number of terminated vested participants | 2017-12-31 | 338 |
Fundng target for terminated vested participants | 2017-12-31 | 11,839,379 |
Active participant vested funding target | 2017-12-31 | 171,403,250 |
Number of active participants | 2017-12-31 | 1,656 |
Total funding liabilities for active participants | 2017-12-31 | 215,320,433 |
Total participant count | 2017-12-31 | 4,526 |
Total funding target for all participants | 2017-12-31 | 719,713,543 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 148,905,463 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 11,525,679 |
Amount remaining of prefunding balance | 2017-12-31 | 137,379,784 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 32,513,433 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 113,287,732 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 10,220,966 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 16,790,399 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 13,348,930 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 13,348,930 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 4,526 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,536 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,970 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 357 |
Total of all active and inactive participants | 2017-01-01 | 3,863 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 572 |
Total participants | 2017-01-01 | 4,435 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
2016: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 793,350,173 |
Acturial value of plan assets | 2016-12-31 | 830,003,730 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 483,522,448 |
Number of terminated vested participants | 2016-12-31 | 347 |
Fundng target for terminated vested participants | 2016-12-31 | 11,555,592 |
Active participant vested funding target | 2016-12-31 | 163,838,131 |
Number of active participants | 2016-12-31 | 1,697 |
Total funding liabilities for active participants | 2016-12-31 | 205,100,586 |
Total participant count | 2016-12-31 | 4,550 |
Total funding target for all participants | 2016-12-31 | 700,178,626 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 155,223,367 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 155,223,367 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 4,300,000 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 148,905,463 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 8,373,156 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 19,080,359 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 11,525,679 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 11,525,679 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 4,550 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,656 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,984 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 321 |
Total of all active and inactive participants | 2016-01-01 | 3,961 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 565 |
Total participants | 2016-01-01 | 4,526 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,573 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,697 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,959 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 347 |
Total of all active and inactive participants | 2015-01-01 | 4,003 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 547 |
Total participants | 2015-01-01 | 4,550 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
2014: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-05-01 | 4,529 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 1,739 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 1,951 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 353 |
Total of all active and inactive participants | 2014-05-01 | 4,043 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 530 |
Total participants | 2014-05-01 | 4,573 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 11 |
Measure | Date | Value |
---|---|---|
2022 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $322,575 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,220,378 |
Total income from all sources (including contributions) | 2022-12-31 | $-122,140,639 |
Total of all expenses incurred | 2022-12-31 | $385,981,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $382,856,629 |
Value of total assets at end of year | 2022-12-31 | $353,808,296 |
Value of total assets at beginning of year | 2022-12-31 | $862,828,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,125,328 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $190,456 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $251,389,595 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,104,796 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $322,575 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,220,378 |
Other income not declared elsewhere | 2022-12-31 | $70,090 |
Administrative expenses (other) incurred | 2022-12-31 | $3,025,260 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-508,122,596 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $353,485,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $861,608,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $351,703,500 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $862,828,695 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $131,467,034 |
Contract administrator fees | 2022-12-31 | $-90,388 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MEADEN & MOORE, LTD |
Accountancy firm EIN | 2022-12-31 | 341818258 |
2021 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,220,378 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $645,938 |
Total income from all sources (including contributions) | 2021-12-31 | $34,488,151 |
Total of all expenses incurred | 2021-12-31 | $56,568,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $53,779,945 |
Value of total assets at end of year | 2021-12-31 | $862,828,695 |
Value of total assets at beginning of year | 2021-12-31 | $884,334,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,788,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $341,254 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,220,378 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $645,938 |
Administrative expenses (other) incurred | 2021-12-31 | $2,330,870 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-22,080,720 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $861,608,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $883,689,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $862,828,695 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $884,334,975 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $53,779,945 |
Contract administrator fees | 2021-12-31 | $116,802 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2021-12-31 | 341818258 |
2020 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $645,938 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $628,177 |
Total income from all sources (including contributions) | 2020-12-31 | $122,819,111 |
Total of all expenses incurred | 2020-12-31 | $55,832,045 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $52,483,663 |
Value of total assets at end of year | 2020-12-31 | $884,334,975 |
Value of total assets at beginning of year | 2020-12-31 | $817,330,148 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,348,382 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $330,182 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $645,938 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $628,177 |
Administrative expenses (other) incurred | 2020-12-31 | $2,966,908 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $66,987,066 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $883,689,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $816,701,971 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $884,334,975 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $817,330,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $52,483,663 |
Contract administrator fees | 2020-12-31 | $51,292 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2020-12-31 | 341818258 |
2019 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $628,177 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $480,351 |
Total income from all sources (including contributions) | 2019-12-31 | $121,683,721 |
Total of all expenses incurred | 2019-12-31 | $53,581,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,334,653 |
Value of total assets at end of year | 2019-12-31 | $817,330,148 |
Value of total assets at beginning of year | 2019-12-31 | $749,079,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,246,414 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $356,691 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $628,177 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $480,351 |
Administrative expenses (other) incurred | 2019-12-31 | $2,867,157 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $68,102,654 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $816,701,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $748,599,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $817,330,148 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $749,079,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $50,334,653 |
Contract administrator fees | 2019-12-31 | $22,566 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2019-12-31 | 341818258 |
2018 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $480,351 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $382,166 |
Total income from all sources (including contributions) | 2018-12-31 | $-32,421,677 |
Total of all expenses incurred | 2018-12-31 | $51,311,764 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $49,305,254 |
Value of total assets at end of year | 2018-12-31 | $749,079,668 |
Value of total assets at beginning of year | 2018-12-31 | $832,714,924 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,006,510 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $429,309 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $480,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $382,166 |
Administrative expenses (other) incurred | 2018-12-31 | $1,534,822 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-83,733,441 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $748,599,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $832,332,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $749,079,668 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $832,714,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $49,305,254 |
Contract administrator fees | 2018-12-31 | $42,379 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2018-12-31 | 341818258 |
2017 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $382,166 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $522,086 |
Total income from all sources (including contributions) | 2017-12-31 | $89,849,352 |
Total of all expenses incurred | 2017-12-31 | $48,914,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $47,728,438 |
Value of total assets at end of year | 2017-12-31 | $832,714,924 |
Value of total assets at beginning of year | 2017-12-31 | $791,920,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,186,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $249,281 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $382,166 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $522,086 |
Administrative expenses (other) incurred | 2017-12-31 | $891,702 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $40,934,356 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $832,332,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $791,398,402 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $832,714,924 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $791,920,488 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $47,728,438 |
Contract administrator fees | 2017-12-31 | $45,575 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MEADEN & MOORE, LTD. |
Accountancy firm EIN | 2017-12-31 | 341818258 |
2016 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $522,086 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $595,558 |
Total income from all sources (including contributions) | 2016-12-31 | $47,166,532 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $48,522,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $47,573,891 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $791,920,488 |
Value of total assets at beginning of year | 2016-12-31 | $793,350,173 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $948,854 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $597,690 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $522,086 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $595,558 |
Administrative expenses (other) incurred | 2016-12-31 | $350,708 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,356,213 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $791,398,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $792,754,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $456 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $791,920,488 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $793,350,173 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $47,573,891 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $677,025 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $595,558 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,603,888 |
Total income from all sources (including contributions) | 2015-12-31 | $-10,572,778 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $47,407,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $46,789,056 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $793,350,173 |
Value of total assets at beginning of year | 2015-12-31 | $857,015,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $618,245 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $286,331 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $595,558 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $5,603,888 |
Administrative expenses (other) incurred | 2015-12-31 | $327,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-57,980,079 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $792,754,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $851,411,719 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $4,556 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $793,350,173 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $857,015,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $46,789,056 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $812,240,238 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,603,888 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $62,711,855 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $23,540,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $23,280,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $857,015,607 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $260,001 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $112,056 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $5,603,888 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $147,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $39,171,481 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $851,411,719 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $857,015,607 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $23,280,373 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2022: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TIMKENSTEEL CORPORATION BARGAINING UNIT PENSION PLAN 2014 form 5500 responses | ||
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | First time form 5500 has been submitted | Yes |
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) | Yes |
2014-05-01 | Plan is a collectively bargained plan | Yes |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |