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ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 401k Plan overview

Plan NameROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES
Plan identification number 015

ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROLLS ROYCE N.A. INC. has sponsored the creation of one or more 401k plans.

Company Name:ROLLS ROYCE N.A. INC.
Employer identification number (EIN):952742753
NAIC Classification:333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0152022-01-01
0152021-01-01
0152020-01-01
0152019-01-01
0152018-01-01
0152017-01-01SUZANNE FORRESTER
0152016-01-01ANN LEAR
0152015-01-01ANN LEAR
0152014-01-01OSCAR SANTIAGO
0152013-01-01ANGELA PACHELO
0152012-01-01ANGELA PACHECO ANGELA PACHECO2013-10-15
0152011-01-01COLIN WHITAKER
0152010-01-01COLIN WHITAKER
0152009-01-01JOHN CLOUGH

Plan Statistics for ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

401k plan membership statisitcs for ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

Measure Date Value
2022: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-0181
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01140
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-0179
Total number of active participants reported on line 7a of the Form 55002021-01-0171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0181
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-0171
Total number of active participants reported on line 7a of the Form 55002020-01-0174
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0179
Number of participants with account balances2020-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-0170
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0171
Number of participants with account balances2019-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-0170
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0170
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-0165
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0170
Number of participants with account balances2017-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-0158
Total number of active participants reported on line 7a of the Form 55002016-01-0159
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0165
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0159
Total number of active participants reported on line 7a of the Form 55002015-01-0151
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0157
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0159
Number of participants with account balances2014-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0160
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0157
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0154
Total number of active participants reported on line 7a of the Form 55002012-01-0157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0160
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0154
Number of participants with account balances2011-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-0163
Total number of active participants reported on line 7a of the Form 55002010-01-0152
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0157
Number of participants with account balances2010-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0152
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0163
Number of participants with account balances2009-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

Measure Date Value
2022 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2022 401k financial data
Transfers to/from the plan2022-12-31$-70,658
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-872,597
Expenses. Total of all expenses incurred2022-12-31$1,895,132
Benefits paid (including direct rollovers)2022-12-31$1,883,942
Total plan assets at end of year2022-12-31$7,957,696
Total plan assets at beginning of year2022-12-31$10,796,083
Value of fidelity bond covering the plan2022-12-31$45,000,000
Total contributions received or receivable from participants2022-12-31$541,635
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$237,516
Other income received2022-12-31$-2,279,557
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,767,729
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,957,696
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$10,796,083
Assets. Value of participant loans2022-12-31$607,832
Total contributions received or receivable from employer(s)2022-12-31$627,809
Value of certain deemed distributions of participant loans2022-12-31$337
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,853
2021 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2021 401k financial data
Transfers to/from the plan2021-12-31$590,154
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,334,896
Expenses. Total of all expenses incurred2021-12-31$1,246,409
Benefits paid (including direct rollovers)2021-12-31$1,237,838
Total plan assets at end of year2021-12-31$10,796,083
Total plan assets at beginning of year2021-12-31$9,117,442
Value of fidelity bond covering the plan2021-12-31$45,000,000
Total contributions received or receivable from participants2021-12-31$426,890
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$99,905
Other income received2021-12-31$1,359,092
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,088,487
Net plan assets at end of year (total assets less liabilities)2021-12-31$10,796,083
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,117,442
Assets. Value of participant loans2021-12-31$511,570
Total contributions received or receivable from employer(s)2021-12-31$449,009
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$8,571
2020 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2020 401k financial data
Transfers to/from the plan2020-12-31$-28,411
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,962,103
Expenses. Total of all expenses incurred2020-12-31$749,481
Benefits paid (including direct rollovers)2020-12-31$732,828
Total plan assets at end of year2020-12-31$9,117,442
Total plan assets at beginning of year2020-12-31$6,933,231
Value of fidelity bond covering the plan2020-12-31$45,000,000
Total contributions received or receivable from participants2020-12-31$335,565
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$63,352
Other income received2020-12-31$2,172,468
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$2,212,622
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,117,442
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,933,231
Assets. Value of participant loans2020-12-31$373,583
Total contributions received or receivable from employer(s)2020-12-31$390,718
Value of certain deemed distributions of participant loans2020-12-31$8,995
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$7,658
2019 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,909,730
Expenses. Total of all expenses incurred2019-12-31$315,259
Benefits paid (including direct rollovers)2019-12-31$307,282
Total plan assets at end of year2019-12-31$6,933,231
Total plan assets at beginning of year2019-12-31$5,338,760
Value of fidelity bond covering the plan2019-12-31$45,000,000
Total contributions received or receivable from participants2019-12-31$286,438
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,305,936
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,594,471
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,933,231
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,338,760
Assets. Value of participant loans2019-12-31$331,753
Total contributions received or receivable from employer(s)2019-12-31$317,356
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,977
2018 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2018 401k financial data
Transfers to/from the plan2018-12-31$41,849
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$269,051
Expenses. Total of all expenses incurred2018-12-31$321,357
Benefits paid (including direct rollovers)2018-12-31$307,325
Total plan assets at end of year2018-12-31$5,338,760
Total plan assets at beginning of year2018-12-31$5,349,217
Value of fidelity bond covering the plan2018-12-31$45,000,000
Total contributions received or receivable from participants2018-12-31$260,806
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-297,730
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-52,306
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,338,760
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,349,217
Assets. Value of participant loans2018-12-31$306,931
Total contributions received or receivable from employer(s)2018-12-31$305,975
Value of certain deemed distributions of participant loans2018-12-31$6,739
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,293
2017 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2017 401k financial data
Transfers to/from the plan2017-12-31$2,960
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,367,061
Expenses. Total of all expenses incurred2017-12-31$963,826
Benefits paid (including direct rollovers)2017-12-31$957,415
Total plan assets at end of year2017-12-31$5,349,217
Total plan assets at beginning of year2017-12-31$4,943,022
Value of fidelity bond covering the plan2017-12-31$45,000,000
Total contributions received or receivable from participants2017-12-31$233,281
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$27,735
Other income received2017-12-31$830,906
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$403,235
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,349,217
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,943,022
Assets. Value of participant loans2017-12-31$307,477
Total contributions received or receivable from employer(s)2017-12-31$275,139
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,411
2016 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2016 401k financial data
Transfers to/from the plan2016-12-31$-176,782
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$767,205
Expenses. Total of all expenses incurred2016-12-31$197,882
Benefits paid (including direct rollovers)2016-12-31$192,604
Total plan assets at end of year2016-12-31$4,943,022
Total plan assets at beginning of year2016-12-31$4,550,481
Value of fidelity bond covering the plan2016-12-31$45,000,000
Total contributions received or receivable from participants2016-12-31$189,904
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$3,853
Other income received2016-12-31$340,022
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$569,323
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,943,022
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,550,481
Assets. Value of participant loans2016-12-31$271,338
Total contributions received or receivable from employer(s)2016-12-31$233,426
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,278
2015 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2015 401k financial data
Transfers to/from the plan2015-12-31$-182,158
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$433,929
Expenses. Total of all expenses incurred2015-12-31$395,761
Benefits paid (including direct rollovers)2015-12-31$391,518
Total plan assets at end of year2015-12-31$4,550,481
Total plan assets at beginning of year2015-12-31$4,694,471
Value of fidelity bond covering the plan2015-12-31$45,000,000
Total contributions received or receivable from participants2015-12-31$167,014
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$60,165
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$38,168
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,550,481
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,694,471
Assets. Value of participant loans2015-12-31$339,119
Total contributions received or receivable from employer(s)2015-12-31$206,750
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,243
2014 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2014 401k financial data
Transfers to/from the plan2014-12-31$-54,586
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$625,471
Expenses. Total of all expenses incurred2014-12-31$208,417
Benefits paid (including direct rollovers)2014-12-31$195,037
Total plan assets at end of year2014-12-31$4,694,471
Total plan assets at beginning of year2014-12-31$4,332,003
Value of fidelity bond covering the plan2014-12-31$45,000,000
Total contributions received or receivable from participants2014-12-31$155,453
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$-21
Other income received2014-12-31$272,368
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$417,054
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,694,471
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,332,003
Assets. Value of participant loans2014-12-31$360,717
Total contributions received or receivable from employer(s)2014-12-31$197,671
Value of certain deemed distributions of participant loans2014-12-31$12,198
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,182
2013 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$998,075
Expenses. Total of all expenses incurred2013-12-31$156,282
Benefits paid (including direct rollovers)2013-12-31$150,369
Total plan assets at end of year2013-12-31$4,332,003
Total plan assets at beginning of year2013-12-31$3,490,210
Value of fidelity bond covering the plan2013-12-31$45,000,000
Total contributions received or receivable from participants2013-12-31$173,619
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$21,783
Other income received2013-12-31$596,364
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$841,793
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,332,003
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,490,210
Assets. Value of participant loans2013-12-31$454,734
Total contributions received or receivable from employer(s)2013-12-31$206,309
Value of certain deemed distributions of participant loans2013-12-31$4,431
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,482
2012 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2012 401k financial data
Total income from all sources2012-12-31$690,933
Expenses. Total of all expenses incurred2012-12-31$161,491
Benefits paid (including direct rollovers)2012-12-31$129,731
Total plan assets at end of year2012-12-31$3,490,210
Total plan assets at beginning of year2012-12-31$2,960,768
Value of fidelity bond covering the plan2012-12-31$45,000,000
Total contributions received or receivable from participants2012-12-31$180,253
Contributions received from other sources (not participants or employers)2012-12-31$154
Other income received2012-12-31$301,500
Net income (gross income less expenses)2012-12-31$529,442
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,490,210
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,960,768
Assets. Value of participant loans2012-12-31$409,198
Total contributions received or receivable from employer(s)2012-12-31$209,026
Value of certain deemed distributions of participant loans2012-12-31$30,427
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,333
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2011 401k financial data
Total income from all sources2011-12-31$421,626
Expenses. Total of all expenses incurred2011-12-31$401,985
Benefits paid (including direct rollovers)2011-12-31$402,483
Total plan assets at end of year2011-12-31$2,960,768
Total plan assets at beginning of year2011-12-31$2,941,127
Value of fidelity bond covering the plan2011-12-31$45,000,000
Total contributions received or receivable from participants2011-12-31$193,413
Contributions received from other sources (not participants or employers)2011-12-31$2,224
Other income received2011-12-31$14,320
Net income (gross income less expenses)2011-12-31$19,641
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,960,768
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,941,127
Assets. Value of participant loans2011-12-31$391,183
Total contributions received or receivable from employer(s)2011-12-31$211,669
Value of certain deemed distributions of participant loans2011-12-31$-2,641
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,143
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2010 401k financial data
Transfers to/from the plan2010-12-31$-87,888
Total income from all sources2010-12-31$765,966
Expenses. Total of all expenses incurred2010-12-31$94,977
Benefits paid (including direct rollovers)2010-12-31$88,934
Total plan assets at end of year2010-12-31$2,941,127
Total plan assets at beginning of year2010-12-31$2,358,026
Value of fidelity bond covering the plan2010-12-31$45,000,000
Total contributions received or receivable from participants2010-12-31$185,069
Contributions received from other sources (not participants or employers)2010-12-31$87,237
Other income received2010-12-31$293,287
Net income (gross income less expenses)2010-12-31$670,989
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,941,127
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,358,026
Assets. Value of participant loans2010-12-31$270,217
Total contributions received or receivable from employer(s)2010-12-31$200,373
Value of certain deemed distributions of participant loans2010-12-31$4,187
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,856
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES

2022: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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: ROLLS ROYCE ENGINE SERVICES RETIREMENT SAVINGS PLAN FOR UNION HOURLY EMPLOYEES 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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