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RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

STEEL FORGINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:STEEL FORGINGS, INC.
Employer identification number (EIN):720381517
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT DEVINE2023-08-15
0012021-01-01SCOTT DEVINE2022-07-15
0012020-01-01SCOTT DEVINE2021-09-29
0012019-01-01SCOTT DEVINE2020-10-07
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01SIDNEY D RHODES
0012014-01-01SIDNEY D RHODES
0012013-01-01SIDNEY D RHODES
0012012-01-01SIDNEY D RHODES
0012011-01-01SIDNEY D RHODES
0012010-01-01SIDNEY D RHODES
0012009-01-01SIDNEY D RHODES

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2022 401k membership
Market value of plan assets2022-12-311,175,669
Acturial value of plan assets2022-12-311,175,669
Funding target for retired participants and beneficiaries receiving payment2022-12-31784,441
Number of terminated vested participants2022-12-3116
Fundng target for terminated vested participants2022-12-31412,752
Active participant vested funding target2022-12-31181,529
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-31181,529
Total participant count2022-12-3140
Total funding target for all participants2022-12-311,378,722
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3159,799
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3159,799
Present value of excess contributions2022-12-3112,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3113,623
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3169,247
Total employer contributions2022-12-31106,119
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31103,494
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,054
Net shortfall amortization installment of oustanding balance2022-12-31272,300
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3130,376
Additional cash requirement2022-12-3130,376
Contributions allocatedtoward minimum required contributions for current year2022-12-31103,494
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2021 401k membership
Market value of plan assets2021-12-311,396,267
Acturial value of plan assets2021-12-311,396,267
Funding target for retired participants and beneficiaries receiving payment2021-12-31806,908
Number of terminated vested participants2021-12-3119
Fundng target for terminated vested participants2021-12-31586,723
Active participant vested funding target2021-12-31215,570
Number of active participants2021-12-318
Total funding liabilities for active participants2021-12-31215,570
Total participant count2021-12-3145
Total funding target for all participants2021-12-311,609,201
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3152,423
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3152,423
Present value of excess contributions2021-12-311,135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,195
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3159,799
Total employer contributions2021-12-3143,910
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3142,861
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,518
Net shortfall amortization installment of oustanding balance2021-12-31272,733
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3129,948
Additional cash requirement2021-12-3129,948
Contributions allocatedtoward minimum required contributions for current year2021-12-3142,861
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2020 401k membership
Market value of plan assets2020-12-311,514,655
Acturial value of plan assets2020-12-311,514,655
Funding target for retired participants and beneficiaries receiving payment2020-12-31713,380
Number of terminated vested participants2020-12-3120
Fundng target for terminated vested participants2020-12-31710,434
Active participant vested funding target2020-12-31515,855
Number of active participants2020-12-3115
Total funding liabilities for active participants2020-12-31515,855
Total participant count2020-12-3152
Total funding target for all participants2020-12-311,939,669
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3149,339
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3149,339
Present value of excess contributions2020-12-314,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,791
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3152,423
Total employer contributions2020-12-31146,416
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31142,625
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,774
Net shortfall amortization installment of oustanding balance2020-12-31477,437
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31141,490
Additional cash requirement2020-12-31141,490
Contributions allocatedtoward minimum required contributions for current year2020-12-31142,625
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2019 401k membership
Market value of plan assets2019-12-311,553,574
Acturial value of plan assets2019-12-311,553,574
Funding target for retired participants and beneficiaries receiving payment2019-12-31762,214
Number of terminated vested participants2019-12-3122
Fundng target for terminated vested participants2019-12-31817,150
Active participant vested funding target2019-12-31522,400
Number of active participants2019-12-3134
Total funding liabilities for active participants2019-12-31522,400
Total participant count2019-12-3175
Total funding target for all participants2019-12-312,101,764
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3148,634
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3148,634
Present value of excess contributions2019-12-3117,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3118,316
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3149,339
Total employer contributions2019-12-31175,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31168,887
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,237
Net shortfall amortization installment of oustanding balance2019-12-31597,529
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31164,344
Additional cash requirement2019-12-31164,344
Contributions allocatedtoward minimum required contributions for current year2019-12-31168,887
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2018 401k membership
Market value of plan assets2018-12-311,580,155
Acturial value of plan assets2018-12-311,580,155
Funding target for retired participants and beneficiaries receiving payment2018-12-31766,794
Number of terminated vested participants2018-12-3123
Fundng target for terminated vested participants2018-12-31824,403
Active participant vested funding target2018-12-31506,338
Number of active participants2018-12-3140
Total funding liabilities for active participants2018-12-31506,338
Total participant count2018-12-3180
Total funding target for all participants2018-12-312,097,535
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3148,407
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3148,407
Present value of excess contributions2018-12-3111,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3112,471
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3148,634
Total employer contributions2018-12-31140,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31135,464
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,160
Net shortfall amortization installment of oustanding balance2018-12-31566,014
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31118,126
Additional cash requirement2018-12-31118,126
Contributions allocatedtoward minimum required contributions for current year2018-12-31135,464
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0180
Total number of active participants reported on line 7a of the Form 55002018-01-0134
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2017 401k membership
Market value of plan assets2017-12-311,482,015
Acturial value of plan assets2017-12-311,482,015
Funding target for retired participants and beneficiaries receiving payment2017-12-31493,387
Number of terminated vested participants2017-12-3121
Fundng target for terminated vested participants2017-12-31425,110
Active participant vested funding target2017-12-311,018,752
Number of active participants2017-12-3144
Total funding liabilities for active participants2017-12-311,018,752
Total participant count2017-12-3182
Total funding target for all participants2017-12-311,937,249
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3148,547
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3148,547
Present value of excess contributions2017-12-319,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-319,675
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3148,407
Total employer contributions2017-12-31140,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31134,683
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-317,941
Net shortfall amortization installment of oustanding balance2017-12-31503,641
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31122,900
Additional cash requirement2017-12-31122,900
Contributions allocatedtoward minimum required contributions for current year2017-12-31134,683
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0182
Total number of active participants reported on line 7a of the Form 55002017-01-0140
Number of retired or separated participants receiving benefits2017-01-0117
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2016 401k membership
Market value of plan assets2016-12-311,526,136
Acturial value of plan assets2016-12-311,526,136
Funding target for retired participants and beneficiaries receiving payment2016-12-31498,505
Number of terminated vested participants2016-12-3123
Fundng target for terminated vested participants2016-12-31416,555
Active participant vested funding target2016-12-31993,089
Number of active participants2016-12-3149
Total funding liabilities for active participants2016-12-31993,089
Total participant count2016-12-3190
Total funding target for all participants2016-12-311,908,149
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3148,547
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3148,547
Present value of excess contributions2016-12-311,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,306
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3148,547
Total employer contributions2016-12-31120,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31115,609
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3110,148
Net shortfall amortization installment of oustanding balance2016-12-31430,560
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31106,501
Additional cash requirement2016-12-31106,501
Contributions allocatedtoward minimum required contributions for current year2016-12-31115,609
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0190
Total number of active participants reported on line 7a of the Form 55002016-01-0144
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-0149
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0152
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0197
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0191
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0193
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0194
Total number of active participants reported on line 7a of the Form 55002011-01-0149
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0198
Total number of active participants reported on line 7a of the Form 55002010-01-0150
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-0131
Total of all active and inactive participants2010-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01108
Total number of active participants reported on line 7a of the Form 55002009-01-0152
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-0198
Total participants2009-01-0198

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.

Measure Date Value
2018 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$167,466
Expenses. Total of all expenses incurred2018-12-31$194,062
Benefits paid (including direct rollovers)2018-12-31$188,825
Total plan assets at end of year2018-12-31$1,553,574
Total plan assets at beginning of year2018-12-31$1,580,170
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$27,466
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-26,596
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,553,574
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,580,170
Total contributions received or receivable from employer(s)2018-12-31$140,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,237
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$152,281
Expenses. Total of all expenses incurred2017-12-31$54,126
Benefits paid (including direct rollovers)2017-12-31$48,966
Total plan assets at end of year2017-12-31$1,580,170
Total plan assets at beginning of year2017-12-31$1,482,015
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$12,281
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$98,155
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,580,170
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,482,015
Total contributions received or receivable from employer(s)2017-12-31$140,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,160
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$123,708
Expenses. Total of all expenses incurred2016-12-31$167,865
Benefits paid (including direct rollovers)2016-12-31$159,923
Total plan assets at end of year2016-12-31$1,482,015
Total plan assets at beginning of year2016-12-31$1,526,172
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$3,708
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-44,157
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,482,015
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,526,172
Total contributions received or receivable from employer(s)2016-12-31$120,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$122,092
Expenses. Total of all expenses incurred2015-12-31$75,263
Benefits paid (including direct rollovers)2015-12-31$65,115
Total plan assets at end of year2015-12-31$1,526,172
Total plan assets at beginning of year2015-12-31$1,479,343
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$92
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$46,829
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,526,172
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,479,343
Total contributions received or receivable from employer(s)2015-12-31$122,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$95,061
Expenses. Total of all expenses incurred2014-12-31$266,532
Benefits paid (including direct rollovers)2014-12-31$256,594
Total plan assets at end of year2014-12-31$1,479,343
Total plan assets at beginning of year2014-12-31$1,650,814
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$61
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-171,471
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,479,343
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,650,814
Total contributions received or receivable from employer(s)2014-12-31$95,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$9,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$85,078
Expenses. Total of all expenses incurred2013-12-31$54,541
Benefits paid (including direct rollovers)2013-12-31$45,270
Total plan assets at end of year2013-12-31$1,650,814
Total plan assets at beginning of year2013-12-31$1,620,277
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$78
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$30,537
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,650,814
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,620,277
Total contributions received or receivable from employer(s)2013-12-31$85,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,271
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2012 401k financial data
Total income from all sources2012-12-31$144,247
Expenses. Total of all expenses incurred2012-12-31$53,734
Benefits paid (including direct rollovers)2012-12-31$44,478
Total plan assets at end of year2012-12-31$1,620,277
Total plan assets at beginning of year2012-12-31$1,529,764
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$247
Net income (gross income less expenses)2012-12-31$90,513
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,620,277
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,529,764
Total contributions received or receivable from employer(s)2012-12-31$144,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$9,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2011 401k financial data
Total income from all sources2011-12-31$111,142
Expenses. Total of all expenses incurred2011-12-31$116,431
Benefits paid (including direct rollovers)2011-12-31$107,067
Total plan assets at end of year2011-12-31$1,529,764
Total plan assets at beginning of year2011-12-31$1,535,053
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$22,142
Net income (gross income less expenses)2011-12-31$-5,289
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,529,764
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,535,053
Total contributions received or receivable from employer(s)2011-12-31$89,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2010 401k financial data
Total income from all sources2010-12-31$149,345
Expenses. Total of all expenses incurred2010-12-31$179,953
Benefits paid (including direct rollovers)2010-12-31$170,864
Total plan assets at end of year2010-12-31$1,535,053
Total plan assets at beginning of year2010-12-31$1,565,661
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$204
Other income received2010-12-31$97,345
Net income (gross income less expenses)2010-12-31$-30,608
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,535,053
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,565,661
Total contributions received or receivable from employer(s)2010-12-31$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,885
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC.

2018: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF STEEL FORGINGS, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035478
Policy instance 1
Insurance contract or identification number035478
Number of Individuals Covered75
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number035478
Policy instance 1
Insurance contract or identification number035478
Number of Individuals Covered80
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered93
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered99
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered93
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGR-17938
Policy instance 2
Insurance contract or identification numberGR-17938
Number of Individuals Covered91
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number88793A
Policy instance 1
Insurance contract or identification number88793A
Number of Individuals Covered94
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract numberGR-17938
Policy instance 2
Insurance contract or identification numberGR-17938
Number of Individuals Covered94
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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