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ESCO CORPORATION PENSION PLAN 401k Plan overview

Plan NameESCO CORPORATION PENSION PLAN
Plan identification number 002

ESCO CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ESCO GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:ESCO GROUP LLC
Employer identification number (EIN):830707182
NAIC Classification:331500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESCO CORPORATION PENSION PLAN

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
0022018-01-01

Plan Statistics for ESCO CORPORATION PENSION PLAN

401k plan membership statisitcs for ESCO CORPORATION PENSION PLAN

Measure Date Value
2022: ESCO CORPORATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31150,550,380
Acturial value of plan assets2022-12-31141,247,518
Funding target for retired participants and beneficiaries receiving payment2022-12-3185,007,425
Number of terminated vested participants2022-12-31517
Fundng target for terminated vested participants2022-12-3125,242,175
Active participant vested funding target2022-12-3113,096,540
Number of active participants2022-12-31262
Total funding liabilities for active participants2022-12-3113,220,962
Total participant count2022-12-311,433
Total funding target for all participants2022-12-31123,470,562
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-316,975,141
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,361,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-312,500,000
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 date2022-12-312,326,740
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 cost2022-12-311,300,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-312,326,740
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,423
Total number of active participants reported on line 7a of the Form 55002022-01-01257
Number of retired or separated participants receiving benefits2022-01-01557
Number of other retired or separated participants entitled to future benefits2022-01-01480
Total of all active and inactive participants2022-01-011,294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0195
Total participants2022-01-011,389
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ESCO CORPORATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31141,339,077
Acturial value of plan assets2021-12-31127,205,170
Funding target for retired participants and beneficiaries receiving payment2021-12-3183,983,473
Number of terminated vested participants2021-12-31529
Fundng target for terminated vested participants2021-12-3125,697,861
Active participant vested funding target2021-12-3113,970,270
Number of active participants2021-12-31285
Total funding liabilities for active participants2021-12-3114,132,805
Total participant count2021-12-311,454
Total funding target for all participants2021-12-31123,814,139
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-317,358,623
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 date2021-12-316,975,141
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 cost2021-12-311,500,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-316,975,141
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,440
Total number of active participants reported on line 7a of the Form 55002021-01-01262
Number of retired or separated participants receiving benefits2021-01-01564
Number of other retired or separated participants entitled to future benefits2021-01-01506
Total of all active and inactive participants2021-01-011,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0191
Total participants2021-01-011,423
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ESCO CORPORATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31125,241,106
Acturial value of plan assets2020-12-31119,959,083
Funding target for retired participants and beneficiaries receiving payment2020-12-3184,541,222
Number of terminated vested participants2020-12-31556
Fundng target for terminated vested participants2020-12-3129,001,444
Active participant vested funding target2020-12-3117,226,281
Number of active participants2020-12-31311
Total funding liabilities for active participants2020-12-3117,804,584
Total participant count2020-12-311,497
Total funding target for all participants2020-12-31131,347,250
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,383,257
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,459,059
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 year2020-12-310
Total employer contributions2020-12-314,652,007
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 date2020-12-314,478,209
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 cost2020-12-311,500,000
Net shortfall amortization installment of oustanding balance2020-12-3111,388,167
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,478,164
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-314,478,164
Contributions allocatedtoward minimum required contributions for current year2020-12-314,478,209
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,483
Total number of active participants reported on line 7a of the Form 55002020-01-01285
Number of retired or separated participants receiving benefits2020-01-01556
Number of other retired or separated participants entitled to future benefits2020-01-01515
Total of all active and inactive participants2020-01-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0184
Total participants2020-01-011,440
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ESCO CORPORATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31109,026,537
Acturial value of plan assets2019-12-31114,089,435
Funding target for retired participants and beneficiaries receiving payment2019-12-3183,623,454
Number of terminated vested participants2019-12-31579
Fundng target for terminated vested participants2019-12-3127,160,771
Active participant vested funding target2019-12-3118,962,892
Number of active participants2019-12-31336
Total funding liabilities for active participants2019-12-3119,574,327
Total participant count2019-12-311,534
Total funding target for all participants2019-12-31130,358,552
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31212
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 year2019-12-310
Total employer contributions2019-12-316,546,254
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 date2019-12-316,210,919
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 cost2019-12-311,500,000
Net shortfall amortization installment of oustanding balance2019-12-3116,269,117
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-314,827,662
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-314,827,662
Contributions allocatedtoward minimum required contributions for current year2019-12-316,210,919
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,522
Total number of active participants reported on line 7a of the Form 55002019-01-01311
Number of retired or separated participants receiving benefits2019-01-01552
Number of other retired or separated participants entitled to future benefits2019-01-01539
Total of all active and inactive participants2019-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0181
Total participants2019-01-011,483
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ESCO CORPORATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31120,167,397
Acturial value of plan assets2018-12-31113,048,794
Funding target for retired participants and beneficiaries receiving payment2018-12-3183,194,705
Number of terminated vested participants2018-12-31599
Fundng target for terminated vested participants2018-12-3126,651,492
Active participant vested funding target2018-12-3119,535,525
Number of active participants2018-12-31354
Total funding liabilities for active participants2018-12-3120,128,031
Total participant count2018-12-311,567
Total funding target for all participants2018-12-31129,974,228
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31197
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31209
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-314,808,496
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 date2018-12-314,560,920
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 cost2018-12-311,500,000
Net shortfall amortization installment of oustanding balance2018-12-3116,925,434
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,560,719
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,560,719
Contributions allocatedtoward minimum required contributions for current year2018-12-314,560,920
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,556
Total number of active participants reported on line 7a of the Form 55002018-01-01336
Number of retired or separated participants receiving benefits2018-01-01552
Number of other retired or separated participants entitled to future benefits2018-01-01563
Total of all active and inactive participants2018-01-011,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0171
Total participants2018-01-011,522
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on ESCO CORPORATION PENSION PLAN

Measure Date Value
2022 : ESCO CORPORATION PENSION PLAN 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$149,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$385,572
Total income from all sources (including contributions)2022-12-31$-20,074,308
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,988,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,635,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,512,554
Value of total assets at end of year2022-12-31$120,332,508
Value of total assets at beginning of year2022-12-31$150,631,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,353,255
Total interest from all sources2022-12-31$21,648
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$118,676
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$-102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$-101
Other income not declared elsewhere2022-12-31$2,913
Administrative expenses (other) incurred2022-12-31$611,464
Liabilities. Value of operating payables at end of year2022-12-31$149,178
Liabilities. Value of operating payables at beginning of year2022-12-31$385,673
Total non interest bearing cash at end of year2022-12-31$146,384
Total non interest bearing cash at beginning of year2022-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,062,753
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,183,432
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$150,246,185
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$419,226
Value of interest in common/collective trusts at end of year2022-12-31$116,531,621
Value of interest in common/collective trusts at beginning of year2022-12-31$145,400,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,149,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,231,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,231,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,648
Net investment gain or loss from common/collective trusts2022-12-31$-22,611,423
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
Contributions received in cash from employer2022-12-31$2,500,000
Employer contributions (assets) at end of year2022-12-31$2,500,000
Employer contributions (assets) at beginning of year2022-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,635,190
Contract administrator fees2022-12-31$203,889
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
Aggregate proceeds on sale of assets2022-12-31$6,879,707
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,879,707
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLC
Accountancy firm EIN2022-12-31910189318
2021 : ESCO CORPORATION PENSION PLAN 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$385,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$318,017
Total income from all sources (including contributions)2021-12-31$19,770,280
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,552,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,732,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,358,623
Value of total assets at end of year2021-12-31$150,631,757
Value of total assets at beginning of year2021-12-31$141,346,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,820,548
Total interest from all sources2021-12-31$194
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$134,242
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$-101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$-101
Administrative expenses (other) incurred2021-12-31$961,920
Liabilities. Value of operating payables at end of year2021-12-31$385,673
Liabilities. Value of operating payables at beginning of year2021-12-31$318,118
Total non interest bearing cash at end of year2021-12-31$52
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,217,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$150,246,185
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$141,028,526
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$531,873
Value of interest in common/collective trusts at end of year2021-12-31$145,400,490
Value of interest in common/collective trusts at beginning of year2021-12-31$140,024,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,231,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$160,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$160,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$194
Net investment gain or loss from common/collective trusts2021-12-31$12,411,463
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
Contributions received in cash from employer2021-12-31$7,358,623
Employer contributions (assets) at end of year2021-12-31$4,000,000
Employer contributions (assets) at beginning of year2021-12-31$1,161,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,732,073
Contract administrator fees2021-12-31$192,513
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
Aggregate proceeds on sale of assets2021-12-31$6,964,754
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,964,754
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLC
Accountancy firm EIN2021-12-31910189318
2020 : ESCO CORPORATION PENSION PLAN 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$318,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$125,629
Total income from all sources (including contributions)2020-12-31$25,978,504
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,148,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,395,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,652,007
Value of total assets at end of year2020-12-31$141,346,543
Value of total assets at beginning of year2020-12-31$125,324,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,752,876
Total interest from all sources2020-12-31$822
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$141,528
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$-101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$-101
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$955,052
Liabilities. Value of operating payables at end of year2020-12-31$318,118
Liabilities. Value of operating payables at beginning of year2020-12-31$125,730
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$15,829,712
Value of net assets at end of year (total assets less liabilities)2020-12-31$141,028,526
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$125,198,814
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$467,589
Value of interest in common/collective trusts at end of year2020-12-31$140,024,608
Value of interest in common/collective trusts at beginning of year2020-12-31$122,023,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$160,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$120,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$120,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$822
Net investment gain or loss from common/collective trusts2020-12-31$21,325,675
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
Contributions received in cash from employer2020-12-31$4,652,007
Employer contributions (assets) at end of year2020-12-31$1,161,257
Employer contributions (assets) at beginning of year2020-12-31$3,179,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,395,916
Contract administrator fees2020-12-31$188,707
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
Aggregate proceeds on sale of assets2020-12-31$12,842,979
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,842,979
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLC
Accountancy firm EIN2020-12-31910189318
2019 : ESCO CORPORATION PENSION PLAN 2019 401k financial data
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$125,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$200,118
Total income from all sources (including contributions)2019-12-31$26,549,294
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,233,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,523,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,546,254
Value of total assets at end of year2019-12-31$125,324,443
Value of total assets at beginning of year2019-12-31$109,082,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,709,674
Total interest from all sources2019-12-31$3,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$194,185
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$-101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$-100
Other income not declared elsewhere2019-12-31$5
Administrative expenses (other) incurred2019-12-31$945,162
Liabilities. Value of operating payables at end of year2019-12-31$125,730
Liabilities. Value of operating payables at beginning of year2019-12-31$200,218
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3
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$16,315,943
Value of net assets at end of year (total assets less liabilities)2019-12-31$125,198,814
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$108,882,871
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$410,226
Value of interest in common/collective trusts at end of year2019-12-31$122,023,565
Value of interest in common/collective trusts at beginning of year2019-12-31$106,668,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$120,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$112,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$112,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,482
Net investment gain or loss from common/collective trusts2019-12-31$19,999,553
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,546,254
Employer contributions (assets) at end of year2019-12-31$3,179,670
Employer contributions (assets) at beginning of year2019-12-31$2,301,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,523,677
Contract administrator fees2019-12-31$160,101
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,184,931
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,184,931
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
Accountancy firm name2019-12-31MOSS ADAMS LLC
Accountancy firm EIN2019-12-31910189318
2018 : ESCO CORPORATION PENSION PLAN 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$200,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$171,372
Total income from all sources (including contributions)2018-12-31$-1,361,719
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,901,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,239,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,808,496
Value of total assets at end of year2018-12-31$109,082,989
Value of total assets at beginning of year2018-12-31$120,317,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,661,519
Total interest from all sources2018-12-31$2,882
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$168,635
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$-100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$-99
Other income not declared elsewhere2018-12-31$33
Administrative expenses (other) incurred2018-12-31$928,932
Liabilities. Value of operating payables at end of year2018-12-31$200,218
Liabilities. Value of operating payables at beginning of year2018-12-31$171,471
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$168,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,262,762
Value of net assets at end of year (total assets less liabilities)2018-12-31$108,882,871
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$120,145,633
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$413,035
Value of interest in common/collective trusts at end of year2018-12-31$106,668,487
Value of interest in common/collective trusts at beginning of year2018-12-31$118,413,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$112,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,882
Net investment gain or loss from common/collective trusts2018-12-31$-6,173,130
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$4,808,496
Employer contributions (assets) at end of year2018-12-31$2,301,462
Employer contributions (assets) at beginning of year2018-12-31$1,735,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,239,524
Contract administrator fees2018-12-31$150,917
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
Aggregate proceeds on sale of assets2018-12-31$11,677,591
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,677,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLC
Accountancy firm EIN2018-12-31910189318

Form 5500 Responses for ESCO CORPORATION PENSION PLAN

2022: ESCO CORPORATION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ESCO CORPORATION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ESCO CORPORATION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ESCO CORPORATION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESCO CORPORATION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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