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PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 401k Plan overview

Plan NamePENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL
Plan identification number 010

PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL Benefits

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

401k Sponsoring company profile

EVRAZ NA has sponsored the creation of one or more 401k plans.

Company Name:EVRAZ NA
Employer identification number (EIN):940506370
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102024-01-01LAUREEN STROHL
0102023-01-01
0102023-01-01LAUREEN STROHL
0102022-01-01
0102022-01-01LAUREEN STROHL
0102021-01-01
0102021-01-01LAUREEN STROHL
0102020-01-01
0102019-01-01KAREN WALTERS2020-10-14
0102019-01-01KAREN WALTERS2021-02-15
0102018-01-01PAMELA ORVIS2019-10-02
0102017-01-01
0102016-01-01PAMELA ORVIS
0102015-01-01PAMELA ORVIS
0102014-01-01PAMELA ORVIS
0102013-01-01PAMELA ORVIS
0102012-01-01PAMELA ORVIS
0102011-01-01JOHN WORCESTER JOHN WORCESTER2012-10-15
0102010-01-01JOHN WORCESTER
0102009-01-01JOHN WORCESTER

Financial Data on PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL

Measure Date Value
2023 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$45,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$52,649
Total income from all sources (including contributions)2023-12-31$9,764,958
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,097,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,114,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$113,881,653
Value of total assets at beginning of year2023-12-31$113,221,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,982,725
Total interest from all sources2023-12-31$69,701
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,071,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,071,904
Assets. Real estate other than employer real property at end of year2023-12-31$11,399,967
Assets. Real estate other than employer real property at beginning of year2023-12-31$15,370,254
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$19,274,074
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$17,243,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,760,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$983,921
Assets. Loans (other than to participants) at end of year2023-12-31$75,464
Assets. Loans (other than to participants) at beginning of year2023-12-31$96,694
Administrative expenses (other) incurred2023-12-31$1,638,120
Liabilities. Value of operating payables at end of year2023-12-31$45,523
Liabilities. Value of operating payables at beginning of year2023-12-31$52,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$667,508
Value of net assets at end of year (total assets less liabilities)2023-12-31$113,836,130
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$113,168,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$13,708,042
Assets. partnership/joint venture interests at beginning of year2023-12-31$11,110,461
Investment advisory and management fees2023-12-31$61,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$35,474,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$34,921,680
Value of interest in common/collective trusts at end of year2023-12-31$29,958,393
Value of interest in common/collective trusts at beginning of year2023-12-31$30,019,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,231,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$3,474,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$3,474,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$69,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,030,797
Net investment gain or loss from common/collective trusts2023-12-31$3,592,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,114,725
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KBF CPAS LLP
Accountancy firm EIN2023-12-31821030164
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$45,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$52,649
Total income from all sources (including contributions)2023-01-01$9,764,958
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$9,097,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$7,114,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$113,881,653
Value of total assets at beginning of year2023-01-01$113,221,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$1,982,725
Total interest from all sources2023-01-01$69,701
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,071,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,071,904
Assets. Real estate other than employer real property at end of year2023-01-01$11,399,967
Assets. Real estate other than employer real property at beginning of year2023-01-01$15,370,254
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Assets. Other investments not covered elsewhere at end of year2023-01-01$19,274,074
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$17,243,990
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,760,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$983,921
Assets. Loans (other than to participants) at end of year2023-01-01$75,464
Assets. Loans (other than to participants) at beginning of year2023-01-01$96,694
Administrative expenses (other) incurred2023-01-01$1,638,120
Liabilities. Value of operating payables at end of year2023-01-01$45,523
Liabilities. Value of operating payables at beginning of year2023-01-01$52,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$667,508
Value of net assets at end of year (total assets less liabilities)2023-01-01$113,836,130
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$113,168,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Assets. partnership/joint venture interests at end of year2023-01-01$13,708,042
Assets. partnership/joint venture interests at beginning of year2023-01-01$11,110,461
Investment advisory and management fees2023-01-01$61,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$35,474,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$34,921,680
Value of interest in common/collective trusts at end of year2023-01-01$29,958,393
Value of interest in common/collective trusts at beginning of year2023-01-01$30,019,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$2,231,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$69,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,030,797
Net investment gain or loss from common/collective trusts2023-01-01$3,592,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$7,114,725
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KBF CPAS LLP
Accountancy firm EIN2023-01-01821030164
2022 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$52,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$162,588
Total income from all sources (including contributions)2022-12-31$-23,855,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,232,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,990,935
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$113,221,271
Value of total assets at beginning of year2022-12-31$144,420,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$242,058
Total interest from all sources2022-12-31$15,595
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,083,737
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$1,083,737
Assets. Real estate other than employer real property at end of year2022-12-31$15,370,254
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$135,449
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,243,990
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$983,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$22
Assets. Loans (other than to participants) at end of year2022-12-31$96,694
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Liabilities. Value of operating payables at end of year2022-12-31$52,649
Liabilities. Value of operating payables at beginning of year2022-12-31$162,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,088,885
Value of net assets at end of year (total assets less liabilities)2022-12-31$113,168,622
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$144,257,507
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
Assets. partnership/joint venture interests at end of year2022-12-31$11,110,461
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$106,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,921,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$90,598,359
Value of interest in common/collective trusts at end of year2022-12-31$30,019,537
Value of interest in common/collective trusts at beginning of year2022-12-31$51,330,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,474,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,241,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,241,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,539,886
Net investment gain or loss from common/collective trusts2022-12-31$-10,415,338
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$1,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,990,935
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 name2022-12-31KBF CPAS LLP
Accountancy firm EIN2022-12-31821030164
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$52,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$162,588
Total income from all sources (including contributions)2022-01-01$-23,855,892
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$7,232,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$6,990,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$113,221,271
Value of total assets at beginning of year2022-01-01$144,420,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$242,058
Total interest from all sources2022-01-01$15,595
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,083,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,083,737
Assets. Real estate other than employer real property at end of year2022-01-01$15,370,254
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Administrative expenses professional fees incurred2022-01-01$135,449
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Assets. Other investments not covered elsewhere at end of year2022-01-01$17,243,990
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$983,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$22
Assets. Loans (other than to participants) at end of year2022-01-01$96,694
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Liabilities. Value of operating payables at end of year2022-01-01$52,649
Liabilities. Value of operating payables at beginning of year2022-01-01$162,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-31,088,885
Value of net assets at end of year (total assets less liabilities)2022-01-01$113,168,622
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$144,257,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$11,110,461
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$106,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$34,921,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$90,598,359
Value of interest in common/collective trusts at end of year2022-01-01$30,019,537
Value of interest in common/collective trusts at beginning of year2022-01-01$51,330,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$3,474,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$15,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-14,539,886
Net investment gain or loss from common/collective trusts2022-01-01$-10,415,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$1,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$6,990,935
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KBF CPAS LLP
Accountancy firm EIN2022-01-01821030164
2021 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$162,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$140,656
Total income from all sources (including contributions)2021-12-31$14,679,819
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$8,136,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,878,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,250,000
Value of total assets at end of year2021-12-31$144,420,095
Value of total assets at beginning of year2021-12-31$137,854,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,257,821
Total interest from all sources2021-12-31$313
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,288,724
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$3,288,724
Administrative expenses professional fees incurred2021-12-31$304,245
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$22
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$846,430
Liabilities. Value of operating payables at end of year2021-12-31$162,588
Liabilities. Value of operating payables at beginning of year2021-12-31$140,656
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$994
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$6,543,201
Value of net assets at end of year (total assets less liabilities)2021-12-31$144,257,507
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$137,714,306
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$107,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$90,598,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$103,121,361
Value of interest in common/collective trusts at end of year2021-12-31$51,330,279
Value of interest in common/collective trusts at beginning of year2021-12-31$27,877,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,241,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,395,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,395,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,247,533
Net investment gain or loss from common/collective trusts2021-12-31$-1,106,751
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$1,250,000
Employer contributions (assets) at end of year2021-12-31$1,250,000
Employer contributions (assets) at beginning of year2021-12-31$5,459,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,878,797
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 name2021-12-31KBF CPAS LLP
Accountancy firm EIN2021-12-31821030164
2020 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$140,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$157,688
Total income from all sources (including contributions)2020-12-31$23,933,835
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,057,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,743,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,459,000
Value of total assets at end of year2020-12-31$137,854,962
Value of total assets at beginning of year2020-12-31$121,995,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,313,442
Total interest from all sources2020-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,357,481
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$1,357,481
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
Administrative expenses (other) incurred2020-12-31$1,086,517
Liabilities. Value of operating payables at end of year2020-12-31$140,656
Liabilities. Value of operating payables at beginning of year2020-12-31$157,688
Total non interest bearing cash at end of year2020-12-31$994
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$15,876,656
Value of net assets at end of year (total assets less liabilities)2020-12-31$137,714,306
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$121,837,650
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$68,206
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$103,121,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,459,337
Value of interest in common/collective trusts at end of year2020-12-31$27,877,815
Value of interest in common/collective trusts at beginning of year2020-12-31$25,224,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,395,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$751,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$751,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,941,547
Net investment gain or loss from common/collective trusts2020-12-31$3,175,776
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$5,459,000
Employer contributions (assets) at end of year2020-12-31$5,459,000
Employer contributions (assets) at beginning of year2020-12-31$11,560,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,743,737
Contract administrator fees2020-12-31$158,719
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 name2020-12-31KBF CPAS LLP
Accountancy firm EIN2020-12-31821030164
2019 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$157,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,712
Total income from all sources (including contributions)2019-12-31$32,733,178
Total income from all sources (including contributions)2019-12-31$32,733,178
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,168,947
Total of all expenses incurred2019-12-31$8,168,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,574,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,574,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,560,000
Value of total assets at end of year2019-12-31$121,995,338
Value of total assets at end of year2019-12-31$121,995,338
Value of total assets at beginning of year2019-12-31$97,431,131
Value of total assets at beginning of year2019-12-31$97,431,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,593,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,593,994
Total interest from all sources2019-12-31$13,527
Total interest from all sources2019-12-31$13,527
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,596,899
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$2,596,899
Administrative expenses professional fees incurred2019-12-31$130,184
Administrative expenses professional fees incurred2019-12-31$130,184
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$5,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,274,268
Administrative expenses (other) incurred2019-12-31$1,274,268
Liabilities. Value of operating payables at end of year2019-12-31$157,688
Liabilities. Value of operating payables at end of year2019-12-31$157,688
Liabilities. Value of operating payables at beginning of year2019-12-31$157,712
Liabilities. Value of operating payables at beginning of year2019-12-31$157,712
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$50
Total non interest bearing cash at beginning of year2019-12-31$50
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$24,564,231
Value of net income/loss2019-12-31$24,564,231
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,837,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$121,837,650
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,273,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$97,273,419
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$76,069
Investment advisory and management fees2019-12-31$76,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,459,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,459,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,253,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$76,253,689
Value of interest in common/collective trusts at end of year2019-12-31$25,224,068
Value of interest in common/collective trusts at end of year2019-12-31$25,224,068
Value of interest in common/collective trusts at beginning of year2019-12-31$20,428,565
Value of interest in common/collective trusts at beginning of year2019-12-31$20,428,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$751,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$751,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$748,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$748,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$748,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$748,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,767,250
Net investment gain or loss from common/collective trusts2019-12-31$4,795,502
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
Contributions received in cash from employer2019-12-31$11,560,000
Contributions received in cash from employer2019-12-31$11,560,000
Employer contributions (assets) at end of year2019-12-31$11,560,000
Employer contributions (assets) at end of year2019-12-31$11,560,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,574,953
Contract administrator fees2019-12-31$113,473
Contract administrator fees2019-12-31$113,473
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
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 name2019-12-31KBF CPAS LLP
Accountancy firm name2019-12-31KBF CPAS LLP
Accountancy firm EIN2019-12-31821030164
Accountancy firm EIN2019-12-31821030164
2018 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$157,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$186,596
Total income from all sources (including contributions)2018-12-31$-7,059,694
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,692,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,375,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$97,431,131
Value of total assets at beginning of year2018-12-31$112,211,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,316,982
Total interest from all sources2018-12-31$21,338
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,113,550
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$2,113,550
Administrative expenses professional fees incurred2018-12-31$175,261
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
Administrative expenses (other) incurred2018-12-31$826,496
Liabilities. Value of operating payables at end of year2018-12-31$157,712
Liabilities. Value of operating payables at beginning of year2018-12-31$186,596
Total non interest bearing cash at end of year2018-12-31$50
Total non interest bearing cash at beginning of year2018-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,751,751
Value of net assets at end of year (total assets less liabilities)2018-12-31$97,273,419
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$112,025,170
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$311,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$76,253,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$83,796,664
Value of interest in common/collective trusts at end of year2018-12-31$20,428,565
Value of interest in common/collective trusts at beginning of year2018-12-31$21,674,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$748,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,416,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,416,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,948,929
Net investment gain or loss from common/collective trusts2018-12-31$-1,245,653
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$5,324,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,375,075
Contract administrator fees2018-12-31$3,300
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KBF CPAS LLP
Accountancy firm EIN2018-12-31821030164
2017 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$186,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$87,017
Total income from all sources (including contributions)2017-12-31$21,721,159
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,355,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,001,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,324,497
Value of total assets at end of year2017-12-31$112,211,766
Value of total assets at beginning of year2017-12-31$97,746,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,353,981
Total interest from all sources2017-12-31$6,664
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,912,960
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$1,912,960
Administrative expenses professional fees incurred2017-12-31$182,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$969,891
Liabilities. Value of operating payables at end of year2017-12-31$186,596
Liabilities. Value of operating payables at beginning of year2017-12-31$87,017
Total non interest bearing cash at end of year2017-12-31$50
Total non interest bearing cash at beginning of year2017-12-31$25
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$14,365,946
Value of net assets at end of year (total assets less liabilities)2017-12-31$112,025,170
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$97,659,224
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$77,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$83,796,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$76,032,798
Value of interest in common/collective trusts at end of year2017-12-31$21,674,219
Value of interest in common/collective trusts at beginning of year2017-12-31$19,274,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,416,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$139,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$139,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,077,003
Net investment gain or loss from common/collective trusts2017-12-31$2,400,035
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$5,324,497
Employer contributions (assets) at end of year2017-12-31$5,324,497
Employer contributions (assets) at beginning of year2017-12-31$2,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,001,232
Contract administrator fees2017-12-31$123,768
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KBF CPAS LLP
Accountancy firm EIN2017-12-31821030164
2016 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$87,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$81,670
Total income from all sources (including contributions)2016-12-31$7,983,799
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,610,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,538,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,300,000
Value of total assets at end of year2016-12-31$97,746,241
Value of total assets at beginning of year2016-12-31$96,367,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,071,481
Total interest from all sources2016-12-31$1,621
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,163,838
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$2,163,838
Administrative expenses professional fees incurred2016-12-31$715
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$172,892
Administrative expenses (other) incurred2016-12-31$1,009,406
Liabilities. Value of operating payables at end of year2016-12-31$87,017
Liabilities. Value of operating payables at beginning of year2016-12-31$81,670
Total non interest bearing cash at end of year2016-12-31$25
Total non interest bearing cash at beginning of year2016-12-31$443,066
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$1,373,747
Value of net assets at end of year (total assets less liabilities)2016-12-31$97,659,224
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$96,285,477
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$61,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$76,032,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$91,458,997
Value of interest in common/collective trusts at end of year2016-12-31$19,274,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$139,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,025,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,025,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,243,700
Net investment gain or loss from common/collective trusts2016-12-31$-898,252
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$2,300,000
Employer contributions (assets) at end of year2016-12-31$2,300,000
Employer contributions (assets) at beginning of year2016-12-31$3,440,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,538,571
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2016-12-31330688321
2015 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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$81,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$513,627
Total income from all sources (including contributions)2015-12-31$2,697,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,387,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,585,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,440,000
Value of total assets at end of year2015-12-31$96,367,147
Value of total assets at beginning of year2015-12-31$104,489,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$801,740
Total interest from all sources2015-12-31$189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,413,543
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$3,413,543
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$267,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$417,957
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$734,402
Liabilities. Value of operating payables at end of year2015-12-31$81,670
Liabilities. Value of operating payables at beginning of year2015-12-31$95,670
Total non interest bearing cash at end of year2015-12-31$443,066
Total non interest bearing cash at beginning of year2015-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,690,363
Value of net assets at end of year (total assets less liabilities)2015-12-31$96,285,477
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$103,975,840
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$67,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$91,458,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$97,086,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,025,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$410,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$410,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,156,732
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$3,440,000
Employer contributions (assets) at end of year2015-12-31$3,440,000
Employer contributions (assets) at beginning of year2015-12-31$6,725,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,585,623
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 name2015-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2015-12-31330688321
2014 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$513,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,192
Total income from all sources (including contributions)2014-12-31$13,568,304
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,391,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,798,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,725,000
Value of total assets at end of year2014-12-31$104,489,467
Value of total assets at beginning of year2014-12-31$95,832,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$592,784
Total interest from all sources2014-12-31$149
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,082,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,082,378
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,427,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$267,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$57,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$417,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$353,448
Administrative expenses (other) incurred2014-12-31$569,684
Liabilities. Value of operating payables at end of year2014-12-31$95,670
Liabilities. Value of operating payables at beginning of year2014-12-31$33,192
Total non interest bearing cash at end of year2014-12-31$200
Total non interest bearing cash 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$8,176,806
Value of net assets at end of year (total assets less liabilities)2014-12-31$103,975,840
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,799,034
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$23,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$97,086,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$81,991,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$410,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$106,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$106,102
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,407,329
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
Contributions received in cash from employer2014-12-31$6,725,000
Employer contributions (assets) at end of year2014-12-31$6,725,000
Employer contributions (assets) at beginning of year2014-12-31$6,250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,798,714
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 name2014-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2014-12-31330688321
2013 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$377,030
Total income from all sources (including contributions)2013-12-31$16,935,354
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,760,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,469,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,750,000
Value of total assets at end of year2013-12-31$95,832,226
Value of total assets at beginning of year2013-12-31$84,001,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$291,301
Total interest from all sources2013-12-31$110
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,949,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,949,386
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,427,010
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$20,426,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$57,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$69,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$363,954
Other income not declared elsewhere2013-12-31$1,398,773
Administrative expenses (other) incurred2013-12-31$281,999
Liabilities. Value of operating payables at end of year2013-12-31$33,192
Liabilities. Value of operating payables at beginning of year2013-12-31$13,076
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,174,513
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,799,034
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$83,624,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$81,991,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$60,243,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$106,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$62,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$62,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,837,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,750,000
Employer contributions (assets) at end of year2013-12-31$6,250,000
Employer contributions (assets) at beginning of year2013-12-31$3,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,469,540
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2013-12-31330688321
2012 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$377,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$355,567
Total income from all sources (including contributions)2012-12-31$15,951,435
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,363,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,202,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,500,000
Value of total assets at end of year2012-12-31$84,001,551
Value of total assets at beginning of year2012-12-31$72,391,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$160,989
Total interest from all sources2012-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,774,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,774,450
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$20,426,223
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,699,463
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$69,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$174,615
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$363,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$337,631
Other income not declared elsewhere2012-12-31$1,549,168
Liabilities. Value of operating payables at end of year2012-12-31$13,076
Liabilities. Value of operating payables at beginning of year2012-12-31$17,936
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$11,588,386
Value of net assets at end of year (total assets less liabilities)2012-12-31$83,624,521
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$72,036,135
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$60,243,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$61,649,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$62,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$167,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$167,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,127,811
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$5,500,000
Employer contributions (assets) at end of year2012-12-31$3,200,000
Employer contributions (assets) at beginning of year2012-12-31$5,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,202,060
Contract administrator fees2012-12-31$160,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2012-12-31330688321
2011 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,314,011
Total unrealized appreciation/depreciation of assets2011-12-31$-3,314,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$355,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$336,781
Total income from all sources (including contributions)2011-12-31$6,369,989
Total loss/gain on sale of assets2011-12-31$-429,276
Total of all expenses incurred2011-12-31$4,069,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,984,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,500,000
Value of total assets at end of year2011-12-31$72,391,702
Value of total assets at beginning of year2011-12-31$70,071,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$84,045
Total interest from all sources2011-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,612,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,612,162
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,699,463
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,499,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$174,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$67,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$337,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$317,426
Other income not declared elsewhere2011-12-31$1,094
Liabilities. Value of operating payables at end of year2011-12-31$17,936
Liabilities. Value of operating payables at beginning of year2011-12-31$19,355
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$2,300,958
Value of net assets at end of year (total assets less liabilities)2011-12-31$72,036,135
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$69,735,177
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$61,649,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$57,476,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$167,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$211,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$211,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
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$8,500,000
Employer contributions (assets) at end of year2011-12-31$5,700,000
Employer contributions (assets) at beginning of year2011-12-31$7,816,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,984,986
Contract administrator fees2011-12-31$84,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$429,276
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 name2011-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2011-12-31330688321
2010 : PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,613,798
Total unrealized appreciation/depreciation of assets2010-12-31$4,613,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$336,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$79,780
Total income from all sources (including contributions)2010-12-31$16,811,545
Total loss/gain on sale of assets2010-12-31$650,544
Total of all expenses incurred2010-12-31$3,910,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,768,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,150,361
Value of total assets at end of year2010-12-31$70,071,958
Value of total assets at beginning of year2010-12-31$56,913,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$142,230
Total interest from all sources2010-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,104,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,104,980
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,499,183
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,984,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$67,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$42,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$317,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$58,656
Other income not declared elsewhere2010-12-31$291,838
Liabilities. Value of operating payables at end of year2010-12-31$19,355
Liabilities. Value of operating payables at beginning of year2010-12-31$21,124
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,901,074
Value of net assets at end of year (total assets less liabilities)2010-12-31$69,735,177
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$56,834,103
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$57,476,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$42,105,518
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$5,154,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$211,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$267,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$267,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24
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$10,150,361
Employer contributions (assets) at end of year2010-12-31$7,816,787
Employer contributions (assets) at beginning of year2010-12-31$5,359,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,768,241
Contract administrator fees2010-12-31$142,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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$10,102,265
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,451,721
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 name2010-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2010-12-31330688321

Form 5500 Responses for PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL

2023: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR BARGAINING EMPLOYEES OF EVRAZ ROCKY MOUNTAIN STEEL 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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