USS-UPI, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $26,758,698 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,494,399 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,757,684 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,712,531 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,419,632 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $28,021,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $45,153 |
| Total interest from all sources | 2023-01-01 | $202,464 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $89,593 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $89,593 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,234,733 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $544,179 |
| Other income not declared elsewhere | 2023-01-01 | $-1,057,092 |
| Administrative expenses (other) incurred | 2023-01-01 | $8,611 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-1,263,285 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $28,021,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $6,248,089 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $8,502,381 |
| Interest on participant loans | 2023-01-01 | $26,948 |
| Interest earned on other investments | 2023-01-01 | $175,516 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $12,727,334 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $-55,848 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $895,650 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $184,899 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,712,531 |
| Contract administrator fees | 2023-01-01 | $21,047 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2023-01-01 | 910189318 |
| 2022 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $3,106 |
| Total transfer of assets from this plan | 2022-12-31 | $37,711 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,864,856 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,503,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,392,838 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $-485 |
| Value of total corrective distributions | 2022-12-31 | $38,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,966,064 |
| Value of total assets at end of year | 2022-12-31 | $28,021,983 |
| Value of total assets at beginning of year | 2022-12-31 | $32,424,647 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,674 |
| Total interest from all sources | 2022-12-31 | $209,953 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $121,889 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $121,889 |
| Administrative expenses professional fees incurred | 2022-12-31 | $27,835 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,644,756 |
| Participant contributions at end of year | 2022-12-31 | $544,179 |
| Participant contributions at beginning of year | 2022-12-31 | $774,641 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $155,485 |
| Other income not declared elsewhere | 2022-12-31 | $65,407 |
| Administrative expenses (other) incurred | 2022-12-31 | $550 |
| 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 | $-4,368,059 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $28,021,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,424,647 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,248,089 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,813,525 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $8,502,381 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $12,080,152 |
| Interest on participant loans | 2022-12-31 | $38,654 |
| Interest earned on other investments | 2022-12-31 | $171,299 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $12,727,334 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $11,756,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,018,768 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,209,401 |
| 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 |
| Contributions received in cash from employer | 2022-12-31 | $165,823 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,392,838 |
| Contract administrator fees | 2022-12-31 | $44,289 |
| 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 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-12-31 | 910189318 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $3,106 |
| Total transfer of assets from this plan | 2022-01-01 | $37,711 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,864,856 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,503,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,392,838 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $-485 |
| Value of total corrective distributions | 2022-01-01 | $38,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,966,064 |
| Value of total assets at end of year | 2022-01-01 | $28,021,983 |
| Value of total assets at beginning of year | 2022-01-01 | $32,424,647 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $72,674 |
| Total interest from all sources | 2022-01-01 | $209,953 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $121,889 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $121,889 |
| Administrative expenses professional fees incurred | 2022-01-01 | $27,835 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,644,756 |
| Participant contributions at end of year | 2022-01-01 | $544,179 |
| Participant contributions at beginning of year | 2022-01-01 | $774,641 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $155,485 |
| Other income not declared elsewhere | 2022-01-01 | $65,407 |
| Administrative expenses (other) incurred | 2022-01-01 | $550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-4,368,059 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $28,021,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $32,424,647 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $6,248,089 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $7,813,525 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $8,502,381 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $12,080,152 |
| Interest on participant loans | 2022-01-01 | $38,654 |
| Interest earned on other investments | 2022-01-01 | $171,299 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $12,727,334 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $11,756,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,018,768 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,209,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $165,823 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $2,392,838 |
| Contract administrator fees | 2022-01-01 | $44,289 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-01-01 | 910189318 |
| 2021 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $5,063,429 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,050,197 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,989,484 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $485 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,894,298 |
| Value of total assets at end of year | 2021-12-31 | $32,424,647 |
| Value of total assets at beginning of year | 2021-12-31 | $30,411,415 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,228 |
| Total interest from all sources | 2021-12-31 | $206,509 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $95,338 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $95,338 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,610,593 |
| Participant contributions at end of year | 2021-12-31 | $774,641 |
| Participant contributions at beginning of year | 2021-12-31 | $702,678 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $135,148 |
| Other income not declared elsewhere | 2021-12-31 | $66,815 |
| Administrative expenses (other) incurred | 2021-12-31 | $60,228 |
| 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 | $2,013,232 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,424,647 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,411,415 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,813,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,664,709 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $12,080,152 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $12,259,939 |
| Interest on participant loans | 2021-12-31 | $45,774 |
| Interest earned on other investments | 2021-12-31 | $160,735 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $11,756,329 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $11,784,089 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $899,250 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,901,219 |
| 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 |
| Contributions received in cash from employer | 2021-12-31 | $148,557 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,989,484 |
| 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 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2021-12-31 | 910189318 |
| 2020 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $4,512,689 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,128,436 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,080,065 |
| Value of total corrective distributions | 2020-12-31 | $4,751 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,437,769 |
| Value of total assets at end of year | 2020-12-31 | $30,411,415 |
| Value of total assets at beginning of year | 2020-12-31 | $27,027,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $43,620 |
| Total interest from all sources | 2020-12-31 | $237,893 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $84,616 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $84,616 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,336,760 |
| Participant contributions at end of year | 2020-12-31 | $702,678 |
| Participant contributions at beginning of year | 2020-12-31 | $811,218 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $13,077 |
| Other income not declared elsewhere | 2020-12-31 | $61,789 |
| Administrative expenses (other) incurred | 2020-12-31 | $43,620 |
| Total non interest bearing cash at end of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $196 |
| 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 | $3,384,253 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,411,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,027,162 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,664,709 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,318,602 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $12,259,939 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $10,615,785 |
| Interest on participant loans | 2020-12-31 | $50,632 |
| Interest earned on other investments | 2020-12-31 | $187,261 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $11,784,089 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $10,281,361 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $582,549 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $2,108,073 |
| 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 |
| Contributions received in cash from employer | 2020-12-31 | $87,932 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,080,065 |
| 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 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2020-12-31 | 910189318 |
| 2019 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 2019-12-31 | $56,273 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $4,822,729 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,434,853 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,401,590 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-550 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,239,303 |
| Value of total assets at end of year | 2019-12-31 | $27,027,162 |
| Value of total assets at beginning of year | 2019-12-31 | $23,695,559 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $33,813 |
| Total interest from all sources | 2019-12-31 | $242,111 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $125,051 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $125,051 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,143,318 |
| Participant contributions at end of year | 2019-12-31 | $811,218 |
| Participant contributions at beginning of year | 2019-12-31 | $776,954 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $33,633 |
| Other income not declared elsewhere | 2019-12-31 | $15,167 |
| Administrative expenses (other) incurred | 2019-12-31 | $33,813 |
| Total non interest bearing cash at end of year | 2019-12-31 | $196 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,387,876 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,027,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,695,559 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,318,602 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $9,139,505 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $10,615,785 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,841,869 |
| Interest on participant loans | 2019-12-31 | $47,286 |
| Interest earned on other investments | 2019-12-31 | $194,825 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $10,281,361 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $9,937,231 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,877,430 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,323,667 |
| 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 |
| Contributions received in cash from employer | 2019-12-31 | $62,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,401,590 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2019-12-31 | 910189318 |
| 2018 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 2018-12-31 | $1,787 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $663,988 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,914,659 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,892,335 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $11,583 |
| Value of total corrective distributions | 2018-12-31 | $198 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,209,585 |
| Value of total assets at end of year | 2018-12-31 | $23,695,559 |
| Value of total assets at beginning of year | 2018-12-31 | $25,948,017 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,543 |
| Total interest from all sources | 2018-12-31 | $228,621 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $121,133 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $121,133 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,156,857 |
| Participant contributions at end of year | 2018-12-31 | $776,954 |
| Participant contributions at beginning of year | 2018-12-31 | $929,692 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $18,401 |
| Other income not declared elsewhere | 2018-12-31 | $13,601 |
| Administrative expenses (other) incurred | 2018-12-31 | $10,543 |
| 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 | $-2,250,671 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,695,559 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,948,017 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $9,139,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,102,149 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,841,869 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,890,858 |
| Interest on participant loans | 2018-12-31 | $49,675 |
| Interest earned on other investments | 2018-12-31 | $178,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $9,937,231 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $11,025,318 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-770,639 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-138,313 |
| 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 |
| Contributions received in cash from employer | 2018-12-31 | $34,327 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,892,335 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2018-12-31 | 910189318 |
| 2017 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $3,803,853 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,697,813 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,681,559 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,205,774 |
| Value of total assets at end of year | 2017-12-31 | $25,948,017 |
| Value of total assets at beginning of year | 2017-12-31 | $23,841,977 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,254 |
| Total interest from all sources | 2017-12-31 | $224,904 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $101,525 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $101,525 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,143,977 |
| Participant contributions at end of year | 2017-12-31 | $929,692 |
| Participant contributions at beginning of year | 2017-12-31 | $1,055,529 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $54,465 |
| Other income not declared elsewhere | 2017-12-31 | $12,858 |
| Administrative expenses (other) incurred | 2017-12-31 | $16,254 |
| 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 | $2,106,040 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,948,017 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $23,841,977 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,102,149 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,335,158 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,890,858 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,286,651 |
| Interest on participant loans | 2017-12-31 | $50,286 |
| Interest earned on other investments | 2017-12-31 | $174,618 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $11,025,318 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $11,164,639 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,670,317 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $588,475 |
| 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 |
| Contributions received in cash from employer | 2017-12-31 | $7,332 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,681,559 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2017-12-31 | 910189318 |
| 2016 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $18,078 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,470,441 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,762,478 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,748,687 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $528 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,419,153 |
| Value of total assets at end of year | 2016-12-31 | $23,841,977 |
| Value of total assets at beginning of year | 2016-12-31 | $23,152,092 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $13,263 |
| Total interest from all sources | 2016-12-31 | $232,845 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $105,664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $105,664 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| 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 |
| Contributions received from participants | 2016-12-31 | $1,337,500 |
| Participant contributions at end of year | 2016-12-31 | $1,055,529 |
| Participant contributions at beginning of year | 2016-12-31 | $1,134,687 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $81,653 |
| Other income not declared elsewhere | 2016-12-31 | $12,921 |
| Administrative expenses (other) incurred | 2016-12-31 | $13,263 |
| 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 | $707,963 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $23,841,977 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $23,152,092 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,335,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,131,011 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $3,286,651 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,511,255 |
| Interest on participant loans | 2016-12-31 | $53,600 |
| Interest earned on other investments | 2016-12-31 | $179,245 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $11,164,639 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $11,375,139 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $718,139 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $-18,281 |
| 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 | $1,748,687 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 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 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2016-12-31 | 910189318 |
| 2015 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) 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 | $132,614 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,703,115 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,552,751 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,542,940 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-3,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,396,844 |
| Value of total assets at end of year | 2015-12-31 | $23,152,092 |
| Value of total assets at beginning of year | 2015-12-31 | $23,134,342 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,265 |
| Total interest from all sources | 2015-12-31 | $246,111 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $86,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $86,907 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| 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 |
| Contributions received from participants | 2015-12-31 | $1,298,169 |
| Participant contributions at end of year | 2015-12-31 | $1,134,687 |
| Participant contributions at beginning of year | 2015-12-31 | $1,132,132 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $98,675 |
| Other income not declared elsewhere | 2015-12-31 | $13,040 |
| Administrative expenses (other) incurred | 2015-12-31 | $13,265 |
| 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 | $150,364 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $23,152,092 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,134,342 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,131,011 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,584,495 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,511,255 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,671,156 |
| Interest on participant loans | 2015-12-31 | $59,041 |
| Interest earned on other investments | 2015-12-31 | $187,070 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $11,375,139 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $10,746,559 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-47,489 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $7,702 |
| 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 | $1,542,940 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 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 | KPMG LLP |
| Accountancy firm EIN | 2015-12-31 | 135565207 |
| 2014 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) 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 | $3,019 |
| Total transfer of assets from this plan | 2014-12-31 | $7,241 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| 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 | $2,405,013 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,762,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,700,779 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $32,309 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,421,014 |
| Value of total assets at end of year | 2014-12-31 | $23,134,342 |
| Value of total assets at beginning of year | 2014-12-31 | $23,496,170 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $29,531 |
| Total interest from all sources | 2014-12-31 | $249,383 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $69,781 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $69,781 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| 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 |
| Contributions received from participants | 2014-12-31 | $1,369,249 |
| Participant contributions at end of year | 2014-12-31 | $1,132,132 |
| Participant contributions at beginning of year | 2014-12-31 | $1,115,041 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $51,765 |
| Other income not declared elsewhere | 2014-12-31 | $9,067 |
| Administrative expenses (other) incurred | 2014-12-31 | $29,531 |
| 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 | $-357,606 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $23,134,342 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,496,170 |
| 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 registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,584,495 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,995,224 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,671,156 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $5,302,298 |
| Interest on participant loans | 2014-12-31 | $56,351 |
| Interest earned on other investments | 2014-12-31 | $193,032 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $10,746,559 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $11,083,607 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $360,333 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $295,435 |
| 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 | $2,700,779 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | KPMG LLP |
| Accountancy firm EIN | 2014-12-31 | 135565207 |
| 2013 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets from this plan | 2013-12-31 | $31,311 |
| 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 | $4,132,159 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,997,480 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,986,711 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,376,049 |
| Value of total assets at end of year | 2013-12-31 | $23,496,170 |
| Value of total assets at beginning of year | 2013-12-31 | $21,392,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $10,445 |
| Total interest from all sources | 2013-12-31 | $273,378 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $40,132 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $40,132 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,376,049 |
| Participant contributions at end of year | 2013-12-31 | $1,115,041 |
| Participant contributions at beginning of year | 2013-12-31 | $1,263,164 |
| Other income not declared elsewhere | 2013-12-31 | $16,822 |
| Administrative expenses (other) incurred | 2013-12-31 | $10,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,134,679 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,496,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,392,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,995,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $655,730 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $5,302,298 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $8,594,858 |
| Interest on participant loans | 2013-12-31 | $55,167 |
| Interest earned on other investments | 2013-12-31 | $218,211 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $11,083,607 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $10,879,050 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,114,158 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,311,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,986,711 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | KPMG LLP |
| Accountancy firm EIN | 2013-12-31 | 135565207 |
| 2012 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets from this plan | 2012-12-31 | $113,956 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $2,847,321 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $2,355,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,307,275 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $47,298 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,344,333 |
| Value of total assets at end of year | 2012-12-31 | $21,392,802 |
| Value of total assets at beginning of year | 2012-12-31 | $21,014,597 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $587 |
| Total interest from all sources | 2012-12-31 | $335,816 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,855 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,855 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,307,186 |
| Participant contributions at end of year | 2012-12-31 | $1,263,164 |
| Participant contributions at beginning of year | 2012-12-31 | $1,339,295 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $52,071 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $37,147 |
| Other income not declared elsewhere | 2012-12-31 | $11,673 |
| Administrative expenses (other) incurred | 2012-12-31 | $587 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $492,161 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,392,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $21,014,597 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $655,730 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $609,309 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $8,594,858 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $6,895,754 |
| Interest on participant loans | 2012-12-31 | $63,274 |
| Interest earned on other investments | 2012-12-31 | $272,542 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $10,879,050 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $12,118,168 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $22 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,152,622 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,307,275 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | KPMG LLP |
| Accountancy firm EIN | 2012-12-31 | 135565207 |
| 2011 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $13,985 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,556,159 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,498,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,491,890 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,377,531 |
| Value of total assets at end of year | 2011-12-31 | $21,014,597 |
| Value of total assets at beginning of year | 2011-12-31 | $20,970,764 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,615 |
| Total interest from all sources | 2011-12-31 | $368,976 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $32 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $32 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,309,882 |
| Participant contributions at end of year | 2011-12-31 | $1,339,295 |
| Participant contributions at beginning of year | 2011-12-31 | $1,063,651 |
| Participant contributions at end of year | 2011-12-31 | $52,071 |
| Participant contributions at beginning of year | 2011-12-31 | $46,905 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $67,649 |
| Other income not declared elsewhere | 2011-12-31 | $5,735 |
| Administrative expenses (other) incurred | 2011-12-31 | $5,615 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $57,818 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $21,014,597 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $20,970,764 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $609,309 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $288,526 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $6,895,754 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $8,239,797 |
| Interest on participant loans | 2011-12-31 | $57,062 |
| Interest earned on other investments | 2011-12-31 | $311,914 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $12,118,168 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $11,331,885 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-33,300 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-162,815 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,491,890 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPER LLP |
| Accountancy firm EIN | 2011-12-31 | 134008324 |
| 2010 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,623,379 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $931,849 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $926,779 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $4,555 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,290,938 |
| Value of total assets at end of year | 2010-12-31 | $20,970,764 |
| Value of total assets at beginning of year | 2010-12-31 | $19,279,234 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $515 |
| Total interest from all sources | 2010-12-31 | $370,723 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $34 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $34 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,288,790 |
| Participant contributions at end of year | 2010-12-31 | $1,063,651 |
| Participant contributions at beginning of year | 2010-12-31 | $1,095,310 |
| Participant contributions at end of year | 2010-12-31 | $46,905 |
| Participant contributions at beginning of year | 2010-12-31 | $43,841 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,148 |
| Administrative expenses (other) incurred | 2010-12-31 | $515 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,691,530 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $20,970,764 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,279,234 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $288,526 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $281,355 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $8,239,797 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $7,389,736 |
| Interest on participant loans | 2010-12-31 | $47,368 |
| Interest earned on other investments | 2010-12-31 | $323,355 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $11,331,885 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $10,468,992 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $961,684 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $926,779 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPER LLP |
| Accountancy firm EIN | 2010-12-31 | 134008324 |
| 2009 : UNITED STEELWORKERS OF AMERICA (USWA) SAVINGS PROGRAM UPI 401(K) PLAN 2009 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
