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RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 401k Plan overview

Plan NameRET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.
Plan identification number 002

RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CRANE CARRIER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CRANE CARRIER COMPANY
Employer identification number (EIN):730942104
NAIC Classification:336210

Additional information about CRANE CARRIER COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0790214

More information about CRANE CARRIER COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LARRY HINES
0022016-01-01LARRY HINES
0022015-01-01LARRY HINES
0022014-01-01LARRY HINES
0022012-01-01LEON WARNER
0022011-01-01LEON WARNER
0022010-01-01ROBERT SIMITZ
0022009-01-01SHARON BRADY

Plan Statistics for RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.

401k plan membership statisitcs for RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.

Measure Date Value
2022: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2022 401k membership
Market value of plan assets2022-12-3111,498,925
Acturial value of plan assets2022-12-3111,027,574
Funding target for retired participants and beneficiaries receiving payment2022-12-3110,389,069
Number of terminated vested participants2022-12-3114
Fundng target for terminated vested participants2022-12-31302,136
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-31218
Total funding target for all participants2022-12-3110,691,205
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31691,247
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31100,044
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31591,203
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available 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 year2022-12-31657,477
Total employer contributions2022-12-310
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 date2022-12-310
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 cost2022-12-3119,000
Net shortfall amortization installment of oustanding balance2022-12-31321,108
Total funding amount beforereflecting carryover/prefunding balances2022-12-3158,630
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3158,630
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01218
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01157
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0134
Total participants2022-01-01205
2021: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2021 401k membership
Market value of plan assets2021-12-3111,412,446
Acturial value of plan assets2021-12-3110,833,115
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,043,022
Number of terminated vested participants2021-12-3114
Fundng target for terminated vested participants2021-12-31117,586
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-31225
Total funding target for all participants2021-12-3111,160,608
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31749,166
Prefunding balanced used to offset prior years funding requirement2021-12-31112,600
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31636,566
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available 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 year2021-12-31691,247
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-311,018,740
Total funding amount beforereflecting carryover/prefunding balances2021-12-31100,044
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31100,044
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01225
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01167
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0137
Total participants2021-01-01218
2020: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2020 401k membership
Market value of plan assets2020-12-3111,566,789
Acturial value of plan assets2020-12-3111,322,555
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,357,607
Number of terminated vested participants2020-12-3117
Fundng target for terminated vested participants2020-12-31415,104
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-31238
Total funding target for all participants2020-12-3111,772,711
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31680,680
Prefunding balanced used to offset prior years funding requirement2020-12-3144,500
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31636,180
Present value of excess contributions2020-12-313,998
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-314,708
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 year2020-12-31749,166
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-311,199,322
Total funding amount beforereflecting carryover/prefunding balances2020-12-31112,600
Prefunding balance elected to use to offset funding requirement2020-12-31112,600
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01237
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01211
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01225
2019: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2019 401k membership
Market value of plan assets2019-12-3110,370,402
Acturial value of plan assets2019-12-3111,158,389
Funding target for retired participants and beneficiaries receiving payment2019-12-3112,163,749
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-31416,558
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-31245
Total funding target for all participants2019-12-3112,580,307
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31740,514
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31740,514
Present value of excess contributions2019-12-312,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,250
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 year2019-12-31680,680
Total employer contributions2019-12-31549,000
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 date2019-12-31530,829
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-312,102,598
Total funding amount beforereflecting carryover/prefunding balances2019-12-31571,331
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3144,500
Additional cash requirement2019-12-31526,831
Contributions allocatedtoward minimum required contributions for current year2019-12-31530,829
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01220
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01237
2018: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2018 401k membership
Market value of plan assets2018-12-3111,871,814
Acturial value of plan assets2018-12-3111,232,281
Funding target for retired participants and beneficiaries receiving payment2018-12-3112,491,612
Number of terminated vested participants2018-12-3119
Fundng target for terminated vested participants2018-12-31477,114
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-31249
Total funding target for all participants2018-12-3112,968,726
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31782,231
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31782,231
Present value of excess contributions2018-12-312,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,484
Reductions in prefunding balances due to elections or deemed elections2018-12-31151,151
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31740,514
Total employer contributions2018-12-31583,000
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 date2018-12-31558,531
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-312,476,959
Total funding amount beforereflecting carryover/prefunding balances2018-12-31556,399
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31556,399
Contributions allocatedtoward minimum required contributions for current year2018-12-31558,531
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-01230
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01247
2017: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2017 401k membership
Market value of plan assets2017-12-3111,216,662
Acturial value of plan assets2017-12-3111,330,552
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,402,254
Number of terminated vested participants2017-12-3139
Fundng target for terminated vested participants2017-12-31634,310
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-31271
Total funding target for all participants2017-12-3113,036,564
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31996,430
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31996,430
Present value of excess contributions2017-12-313,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,490
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31295,906
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31782,231
Total employer contributions2017-12-31521,000
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 date2017-12-31496,853
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-312,488,243
Total funding amount beforereflecting carryover/prefunding balances2017-12-31494,503
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31494,503
Contributions allocatedtoward minimum required contributions for current year2017-12-31496,853
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01271
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-01230
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01251
2016: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2016 401k membership
Market value of plan assets2016-12-3111,095,242
Acturial value of plan assets2016-12-3111,843,842
Funding target for retired participants and beneficiaries receiving payment2016-12-3112,334,987
Number of terminated vested participants2016-12-3141
Fundng target for terminated vested participants2016-12-31700,745
Active participant vested funding target2016-12-31103,893
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-31103,893
Total participant count2016-12-31278
Total funding target for all participants2016-12-3113,139,625
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,277,185
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,277,185
Present value of excess contributions2016-12-31203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31215
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-31267,983
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31996,430
Total employer contributions2016-12-31441,000
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 date2016-12-31417,082
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-312,292,213
Total funding amount beforereflecting carryover/prefunding balances2016-12-31413,787
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31413,787
Contributions allocatedtoward minimum required contributions for current year2016-12-31417,082
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01278
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-01232
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2015 401k membership
Total participants, beginning-of-year2015-01-01298
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-01236
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2014 401k membership
Total participants, beginning-of-year2014-01-01355
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-01244
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2012: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2012 401k membership
Total participants, beginning-of-year2012-01-01371
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-01195
Number of other retired or separated participants entitled to future benefits2012-01-01102
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2011 401k membership
Total participants, beginning-of-year2011-01-01383
Total number of active participants reported on line 7a of the Form 55002011-01-0169
Number of retired or separated participants receiving benefits2011-01-01188
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2010 401k membership
Total participants, beginning-of-year2010-01-01386
Total number of active participants reported on line 7a of the Form 55002010-01-0174
Number of retired or separated participants receiving benefits2010-01-01148
Number of other retired or separated participants entitled to future benefits2010-01-01115
Total of all active and inactive participants2010-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0144
Total participants2010-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2009 401k membership
Total participants, beginning-of-year2009-01-01401
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-01144
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0141
Total participants2009-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.

Measure Date Value
2022 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-1,709,791
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,087,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,027,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$8,702,092
Value of total assets at beginning of year2022-12-31$11,498,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,726
Total interest from all sources2022-12-31$18,226
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$244,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$244,204
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,796,833
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,702,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,498,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,904,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,622,124
Value of interest in pooled separate accounts at end of year2022-12-31$164,731
Value of interest in pooled separate accounts at beginning of year2022-12-31$180,264
Interest earned on other investments2022-12-31$18,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$294,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$346,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$346,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$338,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$350,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,972,193
Net investment gain/loss from pooled separate accounts2022-12-31$-28
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,027,316
Contract administrator fees2022-12-31$19,581
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2022-12-31382184825
2021 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,264,729
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,178,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,110,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$11,498,925
Value of total assets at beginning of year2021-12-31$11,412,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$68,020
Total interest from all sources2021-12-31$16,809
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$308,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$308,246
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$86,479
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,498,925
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,412,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$48,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,622,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,554,475
Value of interest in pooled separate accounts at end of year2021-12-31$180,264
Value of interest in pooled separate accounts at beginning of year2021-12-31$180,356
Interest earned on other investments2021-12-31$16,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$346,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$313,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$313,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$350,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$364,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$939,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,110,230
Contract administrator fees2021-12-31$19,397
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2021-12-31382184825
2020 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,019,391
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,151,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,100,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$11,412,446
Value of total assets at beginning of year2020-12-31$11,544,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,738
Total interest from all sources2020-12-31$13,324
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$361,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$361,268
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-131,711
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,412,446
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,544,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$29,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,554,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,662,749
Value of interest in pooled separate accounts at end of year2020-12-31$180,356
Value of interest in pooled separate accounts at beginning of year2020-12-31$185,881
Interest earned on other investments2020-12-31$13,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$313,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$178,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$178,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$364,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$387,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$644,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$129,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,100,364
Contract administrator fees2020-12-31$20,954
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2020-12-31382184825
2019 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$2,348,448
Total income from all sources (including contributions)2019-12-31$2,348,448
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,181,820
Total of all expenses incurred2019-12-31$1,181,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,122,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,122,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$549,000
Value of total assets at end of year2019-12-31$11,544,157
Value of total assets at end of year2019-12-31$11,544,157
Value of total assets at beginning of year2019-12-31$10,377,529
Value of total assets at beginning of year2019-12-31$10,377,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,766
Total interest from all sources2019-12-31$21,091
Total interest from all sources2019-12-31$21,091
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,301
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$297,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,301
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$297,301
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,166,628
Value of net income/loss2019-12-31$1,166,628
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,544,157
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,544,157
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,377,529
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,377,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$59,766
Investment advisory and management fees2019-12-31$59,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,662,749
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,662,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,421,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,421,175
Value of interest in pooled separate accounts at end of year2019-12-31$185,881
Value of interest in pooled separate accounts at end of year2019-12-31$185,881
Value of interest in pooled separate accounts at beginning of year2019-12-31$188,933
Value of interest in pooled separate accounts at beginning of year2019-12-31$188,933
Interest earned on other investments2019-12-31$21,091
Interest earned on other investments2019-12-31$21,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$178,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$178,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$141,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$141,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$141,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$141,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$387,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$387,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$415,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$415,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,481,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,481,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$549,000
Contributions received in cash from employer2019-12-31$549,000
Employer contributions (assets) at end of year2019-12-31$129,000
Employer contributions (assets) at end of year2019-12-31$129,000
Employer contributions (assets) at beginning of year2019-12-31$211,000
Employer contributions (assets) at beginning of year2019-12-31$211,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,122,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,122,054
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HUNGERFORD NICHOLS
Accountancy firm name2019-12-31HUNGERFORD NICHOLS
Accountancy firm EIN2019-12-31382184825
Accountancy firm EIN2019-12-31382184825
2018 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-285,641
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,223,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,164,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$583,000
Value of total assets at end of year2018-12-31$10,377,529
Value of total assets at beginning of year2018-12-31$11,887,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,606
Total interest from all sources2018-12-31$21,354
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$359,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$359,395
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,509,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,377,529
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,887,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,421,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,927,179
Value of interest in pooled separate accounts at end of year2018-12-31$188,933
Value of interest in pooled separate accounts at beginning of year2018-12-31$198,492
Interest earned on other investments2018-12-31$21,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$141,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$101,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$101,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$415,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$451,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,249,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$583,000
Employer contributions (assets) at end of year2018-12-31$211,000
Employer contributions (assets) at beginning of year2018-12-31$209,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,164,371
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CONN GENEVA & ROBINSON, LLC
Accountancy firm EIN2018-12-31383012028
2017 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,061,242
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,411,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,349,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$522,000
Value of total assets at end of year2017-12-31$11,887,147
Value of total assets at beginning of year2017-12-31$11,237,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,660
Total interest from all sources2017-12-31$18,808
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$347,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$347,012
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$649,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,887,147
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,237,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$61,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,927,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,281,662
Value of interest in pooled separate accounts at end of year2017-12-31$198,492
Value of interest in pooled separate accounts at beginning of year2017-12-31$195,278
Interest earned on other investments2017-12-31$18,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$101,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$72,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$72,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$451,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$488,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,173,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$522,000
Employer contributions (assets) at end of year2017-12-31$209,000
Employer contributions (assets) at beginning of year2017-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,349,817
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CONN GENEVA & ROBINSON, LLC
Accountancy firm EIN2017-12-31383012028
2016 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,351,608
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,236,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,177,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$440,000
Value of total assets at end of year2016-12-31$11,237,382
Value of total assets at beginning of year2016-12-31$11,121,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,352
Total interest from all sources2016-12-31$20,245
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$298,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$298,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$115,492
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,237,382
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,121,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$58,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,281,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,836,342
Value of interest in pooled separate accounts at end of year2016-12-31$195,278
Value of interest in pooled separate accounts at beginning of year2016-12-31$198,023
Interest earned on other investments2016-12-31$20,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$72,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$218,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$218,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$488,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$519,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$592,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$440,000
Employer contributions (assets) at end of year2016-12-31$200,000
Employer contributions (assets) at beginning of year2016-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,177,764
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CONN GENEVA & ROBINSON, LLC
Accountancy firm EIN2016-12-31383012028
2015 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$270,474
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,228,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,166,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$350,000
Value of total assets at end of year2015-12-31$11,121,890
Value of total assets at beginning of year2015-12-31$12,080,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$62,259
Total interest from all sources2015-12-31$22,147
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$373,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$373,290
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-958,146
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,121,890
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,080,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$62,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,836,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,059,962
Value of interest in pooled separate accounts at end of year2015-12-31$198,023
Value of interest in pooled separate accounts at beginning of year2015-12-31$237,500
Interest earned on other investments2015-12-31$22,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$218,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$67,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$67,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$519,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$658,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-474,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$350,000
Employer contributions (assets) at end of year2015-12-31$350,000
Employer contributions (assets) at beginning of year2015-12-31$56,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,166,361
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CONN GENEVA & ROBINSON, LLC
Accountancy firm EIN2015-12-31383012028
2014 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-70,372
Total unrealized appreciation/depreciation of assets2014-12-31$-70,372
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$263,374
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,140,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,043,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$56,475
Value of total assets at end of year2014-12-31$12,080,036
Value of total assets at beginning of year2014-12-31$13,957,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$97,464
Total interest from all sources2014-12-31$277,271
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,102,912
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,877,252
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,080,036
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,957,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$97,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,957,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$237,500
Value of interest in pooled separate accounts at beginning of year2014-12-31$141,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$67,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$277,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$658,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,815,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$56,475
Employer contributions (assets) at end of year2014-12-31$56,475
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,043,162
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2012 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$602,950
Total unrealized appreciation/depreciation of assets2012-12-31$602,950
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$1,369,801
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$913,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$843,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$15,245,870
Value of total assets at beginning of year2012-12-31$14,789,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,350
Total interest from all sources2012-12-31$766,851
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$456,152
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,245,870
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,789,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$70,350
Value of interest in pooled separate accounts at end of year2012-12-31$130,813
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,035,454
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$766,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,115,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,154,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$843,299
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$333,807
Total unrealized appreciation/depreciation of assets2011-12-31$333,807
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$1,521,271
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$882,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$808,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$600,000
Value of total assets at end of year2011-12-31$14,789,718
Value of total assets at beginning of year2011-12-31$14,150,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,139
Total interest from all sources2011-12-31$587,464
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$638,731
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,789,718
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,150,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$74,139
Value of interest in pooled separate accounts at end of year2011-12-31$2,035,454
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,442,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$587,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,154,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,404,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$600,000
Employer contributions (assets) at end of year2011-12-31$600,000
Employer contributions (assets) at beginning of year2011-12-31$1,304,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$808,401
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$267,223
Total unrealized appreciation/depreciation of assets2010-12-31$267,223
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$2,142,417
Total loss/gain on sale of assets2010-12-31$5
Total of all expenses incurred2010-12-31$851,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$783,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,304,000
Value of total assets at end of year2010-12-31$14,150,987
Value of total assets at beginning of year2010-12-31$12,859,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$67,975
Total interest from all sources2010-12-31$571,189
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,291,125
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,150,987
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,859,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$56,302
Value of interest in pooled separate accounts at end of year2010-12-31$1,442,380
Value of interest in pooled separate accounts at beginning of year2010-12-31$112,092
Interest earned on other investments2010-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$571,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,404,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,151,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,304,000
Employer contributions (assets) at end of year2010-12-31$1,304,000
Employer contributions (assets) at beginning of year2010-12-31$1,595,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$783,317
Contract administrator fees2010-12-31$11,673
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2010-12-31731413977
2009 : RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO.

2022: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2012: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: RET. PLAN FOR DES. BARGAINING EE'S OF CRANE CARRIER CO. 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered190
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered213
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered209
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered230
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered234
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered228
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered236
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered223
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered376
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered376
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberGA-7526
Policy instance 1
Insurance contract or identification numberGA-7526
Number of Individuals Covered381
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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

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