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THE WICOR AMERICAS GROUP PENSION PLAN 401k Plan overview

Plan NameTHE WICOR AMERICAS GROUP PENSION PLAN
Plan identification number 001

THE WICOR AMERICAS GROUP PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WICOR AMERICAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WICOR AMERICAS, INC.
Employer identification number (EIN):061095018
NAIC Classification:322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WICOR AMERICAS GROUP PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CAROL MARTIN
0012016-01-01CAROL MARTIN
0012015-01-01MANTON COPELAND, III
0012014-01-01MANTON COPELAND, III
0012013-01-01MANTON COPELAND, III
0012012-01-01MANTON COPELAND, III
0012011-01-01MANTON COPELAND, III
0012010-01-01MANTON COPELAND, III
0012009-01-01MANTON COPELAND, III

Plan Statistics for THE WICOR AMERICAS GROUP PENSION PLAN

401k plan membership statisitcs for THE WICOR AMERICAS GROUP PENSION PLAN

Measure Date Value
2022: THE WICOR AMERICAS GROUP PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3117,068,240
Acturial value of plan assets2022-12-3116,399,353
Funding target for retired participants and beneficiaries receiving payment2022-12-318,106,770
Number of terminated vested participants2022-12-3152
Fundng target for terminated vested participants2022-12-312,352,097
Active participant vested funding target2022-12-314,457,800
Number of active participants2022-12-3190
Total funding liabilities for active participants2022-12-314,457,800
Total participant count2022-12-31210
Total funding target for all participants2022-12-3114,916,667
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-319,175
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-319,175
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-319,856
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01210
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-0169
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE WICOR AMERICAS GROUP PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3117,293,519
Acturial value of plan assets2021-12-3115,583,860
Funding target for retired participants and beneficiaries receiving payment2021-12-317,457,058
Number of terminated vested participants2021-12-3159
Fundng target for terminated vested participants2021-12-313,213,141
Active participant vested funding target2021-12-314,458,786
Number of active participants2021-12-3196
Total funding liabilities for active participants2021-12-314,458,786
Total participant count2021-12-31213
Total funding target for all participants2021-12-3115,128,985
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31201,379
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31193,341
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-318,038
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-319,175
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-0190
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE WICOR AMERICAS GROUP PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3116,619,233
Acturial value of plan assets2020-12-3115,611,200
Funding target for retired participants and beneficiaries receiving payment2020-12-317,276,116
Number of terminated vested participants2020-12-3170
Fundng target for terminated vested participants2020-12-313,694,177
Active participant vested funding target2020-12-315,154,593
Number of active participants2020-12-31105
Total funding liabilities for active participants2020-12-315,154,593
Total participant count2020-12-31222
Total funding target for all participants2020-12-3116,124,886
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3198,398
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3198,221
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31177
Present value of excess contributions2020-12-31174,309
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31201,161
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31201,161
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31201,379
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31715,065
Total funding amount beforereflecting carryover/prefunding balances2020-12-31193,341
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31193,341
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE WICOR AMERICAS GROUP PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3114,114,609
Acturial value of plan assets2019-12-3114,611,033
Funding target for retired participants and beneficiaries receiving payment2019-12-316,600,982
Number of terminated vested participants2019-12-3178
Fundng target for terminated vested participants2019-12-314,184,857
Active participant vested funding target2019-12-315,479,232
Number of active participants2019-12-31111
Total funding liabilities for active participants2019-12-315,479,232
Total participant count2019-12-31230
Total funding target for all participants2019-12-3116,265,071
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31285,649
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31183,477
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31102,172
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3198,398
Total employer contributions2019-12-31428,700
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31397,039
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-311,752,436
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31320,951
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3198,221
Additional cash requirement2019-12-31222,730
Contributions allocatedtoward minimum required contributions for current year2019-12-31397,039
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-0142
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE WICOR AMERICAS GROUP PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3120,380,267
Acturial value of plan assets2018-12-3118,985,691
Funding target for retired participants and beneficiaries receiving payment2018-12-3110,646,773
Number of terminated vested participants2018-12-3176
Fundng target for terminated vested participants2018-12-313,796,661
Active participant vested funding target2018-12-315,297,224
Number of active participants2018-12-31120
Total funding liabilities for active participants2018-12-315,297,224
Total participant count2018-12-31387
Total funding target for all participants2018-12-3119,740,658
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31357,711
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31114,957
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31242,754
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31285,649
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-311,040,623
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31183,477
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31183,477
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01387
Total number of active participants reported on line 7a of the Form 55002018-01-01111
Number of retired or separated participants receiving benefits2018-01-0137
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE WICOR AMERICAS GROUP PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3118,892,575
Acturial value of plan assets2017-12-3119,509,942
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,014,321
Number of terminated vested participants2017-12-3178
Fundng target for terminated vested participants2017-12-314,072,787
Active participant vested funding target2017-12-315,765,178
Number of active participants2017-12-31129
Total funding liabilities for active participants2017-12-315,765,178
Total participant count2017-12-31395
Total funding target for all participants2017-12-3119,852,286
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31332,972
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31332,972
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31357,712
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31700,055
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31114,957
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31114,957
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-01174
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE WICOR AMERICAS GROUP PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3119,612,993
Acturial value of plan assets2016-12-3121,030,517
Funding target for retired participants and beneficiaries receiving payment2016-12-319,902,489
Number of terminated vested participants2016-12-31108
Fundng target for terminated vested participants2016-12-314,115,993
Active participant vested funding target2016-12-316,175,628
Number of active participants2016-12-31142
Total funding liabilities for active participants2016-12-316,175,628
Total participant count2016-12-31426
Total funding target for all participants2016-12-3120,194,110
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31344,555
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31344,555
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31332,972
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01412
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-01175
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE WICOR AMERICAS GROUP PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01426
Total number of active participants reported on line 7a of the Form 55002015-01-01139
Number of retired or separated participants receiving benefits2015-01-01170
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE WICOR AMERICAS GROUP PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01486
Total number of active participants reported on line 7a of the Form 55002014-01-01142
Number of retired or separated participants receiving benefits2014-01-01176
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE WICOR AMERICAS GROUP PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01494
Total number of active participants reported on line 7a of the Form 55002013-01-01148
Number of retired or separated participants receiving benefits2013-01-01166
Number of other retired or separated participants entitled to future benefits2013-01-01172
Total of all active and inactive participants2013-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE WICOR AMERICAS GROUP PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01510
Total number of active participants reported on line 7a of the Form 55002012-01-01175
Number of retired or separated participants receiving benefits2012-01-01144
Number of other retired or separated participants entitled to future benefits2012-01-01175
Total of all active and inactive participants2012-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE WICOR AMERICAS GROUP PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01505
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-01125
Number of other retired or separated participants entitled to future benefits2011-01-01184
Total of all active and inactive participants2011-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-01510
2010: THE WICOR AMERICAS GROUP PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01516
Total number of active participants reported on line 7a of the Form 55002010-01-01213
Number of retired or separated participants receiving benefits2010-01-01117
Number of other retired or separated participants entitled to future benefits2010-01-01165
Total of all active and inactive participants2010-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-01505
Number of participants with account balances2010-01-010
2009: THE WICOR AMERICAS GROUP PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01532
Total number of active participants reported on line 7a of the Form 55002009-01-01222
Number of retired or separated participants receiving benefits2009-01-01119
Number of other retired or separated participants entitled to future benefits2009-01-01175
Total of all active and inactive participants2009-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01516
Number of participants with account balances2009-01-010

Financial Data on THE WICOR AMERICAS GROUP PENSION PLAN

Measure Date Value
2022 : THE WICOR AMERICAS GROUP PENSION PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,355,901
Total of all expenses incurred2022-12-31$1,697,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,631,053
Value of total assets at end of year2022-12-31$12,015,265
Value of total assets at beginning of year2022-12-31$17,068,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$66,021
Total interest from all sources2022-12-31$2,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$103,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$86,523
Other income not declared elsewhere2022-12-31$-2,295,312
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$-5,052,975
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,015,265
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,068,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$66,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,088,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,965,975
Value of interest in pooled separate accounts at end of year2022-12-31$1,244,290
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,567,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$218,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$51,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$51,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-469,165
Net investment gain/loss from pooled separate accounts2022-12-31$-593,436
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,631,053
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$9,360,535
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$10,396,522
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 name2022-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2022-12-31271516157
2021 : THE WICOR AMERICAS GROUP PENSION PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,310,424
Total of all expenses incurred2021-12-31$1,535,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,454,812
Value of total assets at end of year2021-12-31$17,068,240
Value of total assets at beginning of year2021-12-31$17,293,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$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$86,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$65,394
Other income not declared elsewhere2021-12-31$-197,164
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$-225,278
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,068,240
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,293,518
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$55,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,965,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,755,946
Value of interest in pooled separate accounts at end of year2021-12-31$3,567,568
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,131,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$51,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$200,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$200,195
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,507,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,454,812
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$10,396,522
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$8,140,198
Contract administrator fees2021-12-31$25,382
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 name2021-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2021-12-31271516157
2020 : THE WICOR AMERICAS GROUP PENSION PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,324,217
Total of all expenses incurred2020-12-31$1,649,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,554,656
Value of total assets at end of year2020-12-31$17,293,518
Value of total assets at beginning of year2020-12-31$16,618,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$94,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$65,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$75,826
Other income not declared elsewhere2020-12-31$1,008,495
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$674,964
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,293,518
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,618,554
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$45,387
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,755,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,478,772
Value of interest in pooled separate accounts at end of year2020-12-31$6,131,785
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,505,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$200,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$52,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$52,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,315,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$391,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,554,656
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$8,140,198
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$8,113,734
Contract administrator fees2020-12-31$49,210
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2020-12-31271516157
2019 : THE WICOR AMERICAS GROUP PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$866,185
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$866,185
Total unrealized appreciation/depreciation of assets2019-12-31$866,185
Total unrealized appreciation/depreciation of assets2019-12-31$866,185
Total income from all sources (including contributions)2019-12-31$3,592,948
Total income from all sources (including contributions)2019-12-31$3,592,948
Total loss/gain on sale of assets2019-12-31$11,460
Total loss/gain on sale of assets2019-12-31$11,460
Total of all expenses incurred2019-12-31$1,209,059
Total of all expenses incurred2019-12-31$1,209,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,147,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,147,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,700
Value of total assets at end of year2019-12-31$16,618,554
Value of total assets at end of year2019-12-31$16,618,554
Value of total assets at beginning of year2019-12-31$14,234,665
Value of total assets at beginning of year2019-12-31$14,234,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,247
Total interest from all sources2019-12-31$328,290
Total interest from all sources2019-12-31$328,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$75,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$75,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$53,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$53,386
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$2,383,889
Value of net income/loss2019-12-31$2,383,889
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,618,554
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,618,554
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,234,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,234,665
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,478,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,478,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,025,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,025,364
Value of interest in pooled separate accounts at end of year2019-12-31$5,505,598
Value of interest in pooled separate accounts at end of year2019-12-31$5,505,598
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,043,649
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,043,649
Interest earned on other investments2019-12-31$85,922
Interest earned on other investments2019-12-31$85,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$52,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,904
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$242,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$242,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,958,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,958,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$428,700
Contributions received in cash from employer2019-12-31$428,700
Employer contributions (assets) at end of year2019-12-31$391,700
Employer contributions (assets) at end of year2019-12-31$391,700
Employer contributions (assets) at beginning of year2019-12-31$66,670
Employer contributions (assets) at beginning of year2019-12-31$66,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,147,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,147,812
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$8,113,734
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$8,113,734
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$6,002,692
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$6,002,692
Contract administrator fees2019-12-31$61,247
Contract administrator fees2019-12-31$61,247
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,290,184
Aggregate proceeds on sale of assets2019-12-31$1,290,184
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,278,724
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,278,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm name2019-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2019-12-31271516157
Accountancy firm EIN2019-12-31271516157
2018 : THE WICOR AMERICAS GROUP PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,072,069
Total unrealized appreciation/depreciation of assets2018-12-31$-1,072,069
Total income from all sources (including contributions)2018-12-31$-530,922
Total of all expenses incurred2018-12-31$5,614,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,563,174
Value of total assets at end of year2018-12-31$14,234,665
Value of total assets at beginning of year2018-12-31$20,380,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,506
Total interest from all sources2018-12-31$508,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$53,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$33,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,145,602
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,234,665
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,380,267
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,025,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,349,598
Value of interest in pooled separate accounts at end of year2018-12-31$6,043,649
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,030,669
Income. Interest from US Government securities2018-12-31$508,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$42,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
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$66,670
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,563,174
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$6,002,692
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$51,506
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 name2018-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2018-12-31271516157
2017 : THE WICOR AMERICAS GROUP PENSION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,236,784
Total of all expenses incurred2017-12-31$1,749,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,698,308
Value of total assets at end of year2017-12-31$20,380,267
Value of total assets at beginning of year2017-12-31$18,892,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,784
Total interest from all sources2017-12-31$188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,487,692
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,380,267
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,892,575
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
Value of interest in pooled separate accounts at end of year2017-12-31$20,380,267
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,892,575
Interest earned on other investments2017-12-31$188
Net investment gain/loss from pooled separate accounts2017-12-31$3,236,596
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,698,308
Contract administrator fees2017-12-31$50,784
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
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 name2017-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2017-12-31271516157
2016 : THE WICOR AMERICAS GROUP PENSION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,484,531
Total of all expenses incurred2016-12-31$2,204,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,099,634
Value of total assets at end of year2016-12-31$18,892,575
Value of total assets at beginning of year2016-12-31$19,612,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$105,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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 beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-720,418
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,892,575
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,612,993
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
Value of interest in pooled separate accounts at end of year2016-12-31$18,892,575
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,643,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$282,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$282,938
Net investment gain/loss from pooled separate accounts2016-12-31$1,484,531
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
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,099,634
Contract administrator fees2016-12-31$105,315
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$6,686,425
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOIVIN & ASSOCIATES, CPAS PLLC
Accountancy firm EIN2016-12-31271516157
2015 : THE WICOR AMERICAS GROUP PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,403,962
Total unrealized appreciation/depreciation of assets2015-12-31$-1,403,962
Total income from all sources (including contributions)2015-12-31$-585,577
Total loss/gain on sale of assets2015-12-31$608,668
Total of all expenses incurred2015-12-31$1,605,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,468,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$19,612,993
Value of total assets at beginning of year2015-12-31$21,803,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$137,090
Total interest from all sources2015-12-31$100,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$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$6,174
Other income not declared elsewhere2015-12-31$2,047
Administrative expenses (other) incurred2015-12-31$11,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,190,767
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,612,993
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,803,760
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$125,682
Value of interest in pooled separate accounts at end of year2015-12-31$12,643,630
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,501,413
Interest earned on other investments2015-12-31$339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$282,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$333,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$333,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$99,731
Net gain/loss from 103.12 investment entities2015-12-31$107,600
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$628,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,468,100
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$6,686,425
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$7,334,448
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
Aggregate proceeds on sale of assets2015-12-31$3,565,455
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,956,787
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 name2015-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2015-12-31271516157
2014 : THE WICOR AMERICAS GROUP PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$234,493
Total unrealized appreciation/depreciation of assets2014-12-31$234,493
Total income from all sources (including contributions)2014-12-31$2,684,754
Total loss/gain on sale of assets2014-12-31$578,959
Total of all expenses incurred2014-12-31$2,778,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,646,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,077,100
Value of total assets at end of year2014-12-31$21,803,760
Value of total assets at beginning of year2014-12-31$21,897,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$131,769
Total interest from all sources2014-12-31$6,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$11,669
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,174
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-93,460
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,803,760
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,897,220
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$69,445
Value of interest in pooled separate accounts at end of year2014-12-31$13,501,413
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,776,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$333,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$222,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$222,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$788,028
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$1,077,100
Employer contributions (assets) at end of year2014-12-31$628,400
Employer contributions (assets) at beginning of year2014-12-31$337,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,646,445
Contract administrator fees2014-12-31$50,655
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$7,334,448
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,556,548
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
Aggregate proceeds on sale of assets2014-12-31$578,959
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2014-12-31271516157
2013 : THE WICOR AMERICAS GROUP PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,605,363
Total unrealized appreciation/depreciation of assets2013-12-31$1,605,363
Total income from all sources (including contributions)2013-12-31$4,884,304
Total loss/gain on sale of assets2013-12-31$34,525
Total of all expenses incurred2013-12-31$2,262,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,145,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,104
Value of total assets at end of year2013-12-31$21,897,220
Value of total assets at beginning of year2013-12-31$19,274,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$116,143
Total interest from all sources2013-12-31$1,774
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$74,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$106,192
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,219
Administrative expenses (other) incurred2013-12-31$1,092
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$2,622,278
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,897,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,274,942
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$8,859
Value of interest in pooled separate accounts at end of year2013-12-31$14,776,650
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,197,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$222,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$670,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$670,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,774
Net investment gain/loss from pooled separate accounts2013-12-31$2,758,257
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$410,104
Employer contributions (assets) at end of year2013-12-31$337,304
Income. Dividends from common stock2013-12-31$74,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,145,883
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,556,548
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,404,059
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
Aggregate proceeds on sale of assets2013-12-31$2,650,551
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,616,026
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 name2013-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2013-12-31271516157
2012 : THE WICOR AMERICAS GROUP PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$445,151
Total unrealized appreciation/depreciation of assets2012-12-31$445,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$93,601
Total income from all sources (including contributions)2012-12-31$2,419,202
Total loss/gain on sale of assets2012-12-31$-279,231
Total of all expenses incurred2012-12-31$1,550,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,438,950
Value of total assets at end of year2012-12-31$19,274,942
Value of total assets at beginning of year2012-12-31$18,500,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$111,742
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$117,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$93,601
Administrative expenses (other) incurred2012-12-31$111,742
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$868,510
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,274,942
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,406,432
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 pooled separate accounts at end of year2012-12-31$14,197,667
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,598,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$670,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$831,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$831,229
Net investment gain/loss from pooled separate accounts2012-12-31$2,136,194
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
Income. Dividends from common stock2012-12-31$117,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,438,950
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,404,059
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,066,951
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
Aggregate proceeds on sale of assets2012-12-31$1,037,484
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,316,715
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 name2012-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2012-12-31271516157
2011 : THE WICOR AMERICAS GROUP PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$93,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,714
Total income from all sources (including contributions)2011-12-31$-226,133
Total of all expenses incurred2011-12-31$1,700,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,592,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$18,500,033
Value of total assets at beginning of year2011-12-31$20,396,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$107,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$93,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$63,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,926,467
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,406,432
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$20,332,899
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 pooled separate accounts at end of year2011-12-31$13,598,451
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,419,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$831,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$560,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$560,501
Net investment gain or loss from common/collective trusts2011-12-31$-226,133
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,592,886
Contract administrator fees2011-12-31$107,448
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
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,066,951
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,413,389
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2011-12-31271516157
2010 : THE WICOR AMERICAS GROUP PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$123,904
Total income from all sources (including contributions)2010-12-31$4,115,848
Total of all expenses incurred2010-12-31$1,243,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,148,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,740,000
Value of total assets at end of year2010-12-31$20,396,613
Value of total assets at beginning of year2010-12-31$17,584,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$95,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$63,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$123,904
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$2,872,293
Value of net assets at end of year (total assets less liabilities)2010-12-31$20,332,899
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,460,606
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 pooled separate accounts at end of year2010-12-31$15,419,532
Value of interest in pooled separate accounts at beginning of year2010-12-31$13,220,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$560,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$843,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$843,806
Net investment gain or loss from common/collective trusts2010-12-31$2,375,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,740,000
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,148,474
Contract administrator fees2010-12-31$95,081
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,413,389
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,516,297
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
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 name2010-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2010-12-31271516157
2009 : THE WICOR AMERICAS GROUP PENSION PLAN 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for THE WICOR AMERICAS GROUP PENSION PLAN

2022: THE WICOR AMERICAS GROUP PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WICOR AMERICAS GROUP PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WICOR AMERICAS GROUP PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WICOR AMERICAS GROUP PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WICOR AMERICAS GROUP PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WICOR AMERICAS GROUP PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WICOR AMERICAS GROUP PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WICOR AMERICAS GROUP PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WICOR AMERICAS GROUP PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WICOR AMERICAS GROUP PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WICOR AMERICAS GROUP PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: THE WICOR AMERICAS GROUP PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE WICOR AMERICAS GROUP PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE WICOR AMERICAS GROUP PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered206
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Insurance broker organization code?7
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered213
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Insurance broker organization code?7
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Insurance broker organization code?7
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered230
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered387
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,364
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $30,364
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCONSULTANT
Insurance broker organization code?7
Insurance broker nameJOSEPH BONASERA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Insurance broker nameJOSEPH BONASERA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered426
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $32,985
Total amount of fees paid to insurance companyUSD $0
Insurance broker nameJOSEPH BONASERA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered486
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,427
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $32,427
Amount paid for insurance broker fees0
Insurance broker nameJOSEPH BONASERA
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered494
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered510
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017278
Policy instance 1
Insurance contract or identification number017278
Number of Individuals Covered505
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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