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Plan Name | PALL CORPORATION CASH BALANCE PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | PALL CORPORATION |
Employer identification number (EIN): | 111541330 |
NAIC Classification: | 339900 |
Additional information about PALL CORPORATION
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1946-07-31 |
Company Identification Number: | 59466 |
Legal Registered Office Address: |
28 LIBERTY STREET New York NEW YORK United States of America (USA) 10005 |
More information about PALL CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2015-08-01 | JEFFREY WOOTEN | |||
001 | 2014-08-01 | JEFFREY MOLIN | |||
001 | 2013-08-01 | JULIE TAYLOR | |||
001 | 2012-08-01 | JULIE TAYLOR | JULIE TAYLOR | 2014-05-15 | |
001 | 2011-08-01 | LINDA VILLA | LINDA VILLA | 2013-05-14 | |
001 | 2010-08-01 | JAMES PORRETTO | JAMES PORRETTO | 2012-05-15 | |
001 | 2009-08-01 | JAMES PORRETTO | JAMES PORRETTO | 2011-05-16 |
Measure | Date | Value |
---|---|---|
2015: PALL CORPORATION CASH BALANCE PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 5,345 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
Total of all active and inactive participants | 2015-08-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
Total participants | 2015-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-08-01 | 74 |
2014: PALL CORPORATION CASH BALANCE PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 5,178 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 2,908 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 607 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1,342 |
Total of all active and inactive participants | 2014-08-01 | 4,857 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 165 |
Total participants | 2014-08-01 | 5,022 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 120 |
2013: PALL CORPORATION CASH BALANCE PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 5,178 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 2,719 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 597 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 1,335 |
Total of all active and inactive participants | 2013-08-01 | 4,651 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 162 |
Total participants | 2013-08-01 | 4,813 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 125 |
2012: PALL CORPORATION CASH BALANCE PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 5,530 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 3,045 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 580 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 1,307 |
Total of all active and inactive participants | 2012-08-01 | 4,932 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 148 |
Total participants | 2012-08-01 | 5,080 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 140 |
2011: PALL CORPORATION CASH BALANCE PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 5,819 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 3,120 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 562 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 1,703 |
Total of all active and inactive participants | 2011-08-01 | 5,385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 145 |
Total participants | 2011-08-01 | 5,530 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 98 |
2010: PALL CORPORATION CASH BALANCE PENSION PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-08-01 | 5,612 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 3,597 |
Number of retired or separated participants receiving benefits | 2010-08-01 | 543 |
Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 1,164 |
Total of all active and inactive participants | 2010-08-01 | 5,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-08-01 | 140 |
Total participants | 2010-08-01 | 5,444 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-08-01 | 38 |
2009: PALL CORPORATION CASH BALANCE PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 5,716 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 3,638 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 543 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 1,121 |
Total of all active and inactive participants | 2009-08-01 | 5,302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 124 |
Total participants | 2009-08-01 | 5,426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 68 |
Measure | Date | Value |
---|---|---|
2016 : PALL CORPORATION CASH BALANCE PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
Total transfer of assets from this plan | 2016-07-31 | $107,533,996 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $107,533,996 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $0 |
Total income from all sources (including contributions) | 2016-07-31 | $1,289,666 |
Total loss/gain on sale of assets | 2016-07-31 | $0 |
Total of all expenses incurred | 2016-07-31 | $12,115,115 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $10,557,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $2,900,000 |
Value of total assets at end of year | 2016-07-31 | $107,533,996 |
Value of total assets at beginning of year | 2016-07-31 | $118,359,445 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $1,557,754 |
Total interest from all sources | 2016-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-07-31 | No |
Administrative expenses professional fees incurred | 2016-07-31 | $624,520 |
Was this plan covered by a fidelity bond | 2016-07-31 | Yes |
Value of fidelity bond cover | 2016-07-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-07-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-07-31 | $107,533,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-07-31 | $0 |
Administrative expenses (other) incurred | 2016-07-31 | $278,795 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
Value of net income/loss | 2016-07-31 | $-10,825,449 |
Value of net assets at end of year (total assets less liabilities) | 2016-07-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-07-31 | $118,359,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-07-31 | No |
Investment advisory and management fees | 2016-07-31 | $548,463 |
Value of interest in master investment trust accounts at end of year | 2016-07-31 | $107,533,996 |
Value of interest in master investment trust accounts at beginning of year | 2016-07-31 | $118,359,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-07-31 | No |
Contributions received in cash from employer | 2016-07-31 | $2,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $10,557,361 |
Contract administrator fees | 2016-07-31 | $105,976 |
Did the plan have assets held for investment | 2016-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-07-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-07-31 | Disclaimer |
Accountancy firm name | 2016-07-31 | KPMG LLP |
Accountancy firm EIN | 2016-07-31 | 135565207 |
2015 : PALL CORPORATION CASH BALANCE PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-07-31 | $0 |
Total income from all sources (including contributions) | 2015-07-31 | $12,584,072 |
Total loss/gain on sale of assets | 2015-07-31 | $0 |
Total of all expenses incurred | 2015-07-31 | $14,366,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $12,893,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $3,800,000 |
Value of total assets at end of year | 2015-07-31 | $118,359,445 |
Value of total assets at beginning of year | 2015-07-31 | $120,141,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $1,472,402 |
Total interest from all sources | 2015-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-07-31 | No |
Was this plan covered by a fidelity bond | 2015-07-31 | Yes |
Value of fidelity bond cover | 2015-07-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-07-31 | No |
Administrative expenses (other) incurred | 2015-07-31 | $235,837 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
Value of net income/loss | 2015-07-31 | $-1,782,161 |
Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $118,359,445 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $120,141,606 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-07-31 | No |
Investment advisory and management fees | 2015-07-31 | $1,069,285 |
Value of interest in master investment trust accounts at end of year | 2015-07-31 | $118,359,445 |
Value of interest in master investment trust accounts at beginning of year | 2015-07-31 | $120,141,606 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-07-31 | No |
Contributions received in cash from employer | 2015-07-31 | $3,800,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $12,893,831 |
Contract administrator fees | 2015-07-31 | $167,280 |
Did the plan have assets held for investment | 2015-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-07-31 | Disclaimer |
Accountancy firm name | 2015-07-31 | KPMG LLP |
Accountancy firm EIN | 2015-07-31 | 135565207 |
2014 : PALL CORPORATION CASH BALANCE PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $689,558 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $2,298,996 |
Total income from all sources (including contributions) | 2014-07-31 | $16,825,772 |
Total loss/gain on sale of assets | 2014-07-31 | $0 |
Total of all expenses incurred | 2014-07-31 | $14,509,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $13,086,974 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $5,750,000 |
Value of total assets at end of year | 2014-07-31 | $120,831,164 |
Value of total assets at beginning of year | 2014-07-31 | $120,123,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $1,422,188 |
Total interest from all sources | 2014-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-07-31 | No |
Was this plan covered by a fidelity bond | 2014-07-31 | Yes |
Value of fidelity bond cover | 2014-07-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-07-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-07-31 | $37,547 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-07-31 | $24,648 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-07-31 | $1,906,415 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-07-31 | $401,573 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-07-31 | $530,751 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-07-31 | $2,239,880 |
Administrative expenses (other) incurred | 2014-07-31 | $260,322 |
Liabilities. Value of operating payables at end of year | 2014-07-31 | $158,807 |
Liabilities. Value of operating payables at beginning of year | 2014-07-31 | $59,116 |
Total non interest bearing cash at end of year | 2014-07-31 | $916,798 |
Total non interest bearing cash at beginning of year | 2014-07-31 | $15,742 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
Value of net income/loss | 2014-07-31 | $2,316,610 |
Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $120,141,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $117,824,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-07-31 | No |
Investment advisory and management fees | 2014-07-31 | $1,027,010 |
Value of interest in master investment trust accounts at end of year | 2014-07-31 | $117,970,404 |
Value of interest in master investment trust accounts at beginning of year | 2014-07-31 | $119,682,029 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-07-31 | No |
Contributions received in cash from employer | 2014-07-31 | $5,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $13,086,974 |
Contract administrator fees | 2014-07-31 | $134,856 |
Did the plan have assets held for investment | 2014-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-07-31 | Disclaimer |
Accountancy firm name | 2014-07-31 | KPMG LLP |
Accountancy firm EIN | 2014-07-31 | 135565207 |
2013 : PALL CORPORATION CASH BALANCE PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $2,298,996 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $2,704,355 |
Total income from all sources (including contributions) | 2013-07-31 | $22,282,632 |
Total loss/gain on sale of assets | 2013-07-31 | $0 |
Total of all expenses incurred | 2013-07-31 | $17,477,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $16,812,272 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $4,512,149 |
Value of total assets at end of year | 2013-07-31 | $120,123,992 |
Value of total assets at beginning of year | 2013-07-31 | $115,723,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $664,946 |
Total interest from all sources | 2013-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-07-31 | No |
Was this plan covered by a fidelity bond | 2013-07-31 | Yes |
Value of fidelity bond cover | 2013-07-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-07-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-07-31 | $24,648 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-07-31 | $40,560 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-07-31 | $401,573 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-07-31 | $798,581 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-07-31 | $2,239,880 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-07-31 | $2,666,975 |
Administrative expenses (other) incurred | 2013-07-31 | $249,471 |
Liabilities. Value of operating payables at end of year | 2013-07-31 | $59,116 |
Liabilities. Value of operating payables at beginning of year | 2013-07-31 | $37,380 |
Total non interest bearing cash at end of year | 2013-07-31 | $15,742 |
Total non interest bearing cash at beginning of year | 2013-07-31 | $15,963 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
Value of net income/loss | 2013-07-31 | $4,805,414 |
Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $117,824,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $113,019,582 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-07-31 | No |
Investment advisory and management fees | 2013-07-31 | $359,048 |
Value of interest in master investment trust accounts at end of year | 2013-07-31 | $119,682,029 |
Value of interest in master investment trust accounts at beginning of year | 2013-07-31 | $114,868,833 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-07-31 | No |
Contributions received in cash from employer | 2013-07-31 | $4,512,149 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $16,812,272 |
Contract administrator fees | 2013-07-31 | $56,427 |
Did the plan have assets held for investment | 2013-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-07-31 | Disclaimer |
Accountancy firm name | 2013-07-31 | KPMG LLP |
Accountancy firm EIN | 2013-07-31 | 135565207 |
2012 : PALL CORPORATION CASH BALANCE PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $2,704,355 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $2,089,473 |
Total income from all sources (including contributions) | 2012-07-31 | $10,309,473 |
Total loss/gain on sale of assets | 2012-07-31 | $0 |
Total of all expenses incurred | 2012-07-31 | $9,089,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $8,418,207 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $7,000,000 |
Value of total assets at end of year | 2012-07-31 | $115,723,937 |
Value of total assets at beginning of year | 2012-07-31 | $113,888,961 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $671,172 |
Total interest from all sources | 2012-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-07-31 | No |
Was this plan covered by a fidelity bond | 2012-07-31 | Yes |
Value of fidelity bond cover | 2012-07-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-07-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-07-31 | $40,560 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-07-31 | $7,902 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-07-31 | $798,581 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $304,129 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-07-31 | $2,666,975 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-07-31 | $2,061,521 |
Administrative expenses (other) incurred | 2012-07-31 | $226,829 |
Liabilities. Value of operating payables at end of year | 2012-07-31 | $37,380 |
Liabilities. Value of operating payables at beginning of year | 2012-07-31 | $27,952 |
Total non interest bearing cash at end of year | 2012-07-31 | $15,963 |
Total non interest bearing cash at beginning of year | 2012-07-31 | $3,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
Value of net income/loss | 2012-07-31 | $1,220,094 |
Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $113,019,582 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $111,799,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-07-31 | No |
Investment advisory and management fees | 2012-07-31 | $360,315 |
Value of interest in master investment trust accounts at end of year | 2012-07-31 | $114,868,833 |
Value of interest in master investment trust accounts at beginning of year | 2012-07-31 | $113,573,572 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-07-31 | No |
Contributions received in cash from employer | 2012-07-31 | $7,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $8,418,207 |
Contract administrator fees | 2012-07-31 | $84,028 |
Did the plan have assets held for investment | 2012-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-07-31 | Disclaimer |
Accountancy firm name | 2012-07-31 | KPMG LLP |
Accountancy firm EIN | 2012-07-31 | 135565207 |
2011 : PALL CORPORATION CASH BALANCE PENSION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-07-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $2,089,473 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $4,176,609 |
Total income from all sources (including contributions) | 2011-07-31 | $28,740,130 |
Total loss/gain on sale of assets | 2011-07-31 | $0 |
Total of all expenses incurred | 2011-07-31 | $8,284,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $7,438,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $16,510,401 |
Value of total assets at end of year | 2011-07-31 | $113,888,961 |
Value of total assets at beginning of year | 2011-07-31 | $95,520,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $845,810 |
Total interest from all sources | 2011-07-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-07-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-07-31 | No |
Was this plan covered by a fidelity bond | 2011-07-31 | Yes |
Value of fidelity bond cover | 2011-07-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-07-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-07-31 | No |
Contributions received from participants | 2011-07-31 | $16,510,401 |
Assets. Other investments not covered elsewhere at end of year | 2011-07-31 | $7,902 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-07-31 | $6,981 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $304,129 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-07-31 | $328,891 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-07-31 | $2,061,521 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-07-31 | $4,107,236 |
Administrative expenses (other) incurred | 2011-07-31 | $354,379 |
Liabilities. Value of operating payables at end of year | 2011-07-31 | $27,952 |
Liabilities. Value of operating payables at beginning of year | 2011-07-31 | $69,373 |
Total non interest bearing cash at end of year | 2011-07-31 | $3,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Value of net income/loss | 2011-07-31 | $20,455,349 |
Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $111,799,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $91,344,139 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-07-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-07-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-07-31 | No |
Investment advisory and management fees | 2011-07-31 | $399,215 |
Value of interest in master investment trust accounts at end of year | 2011-07-31 | $113,573,572 |
Value of interest in master investment trust accounts at beginning of year | 2011-07-31 | $95,184,876 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-07-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-07-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-07-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $7,438,971 |
Contract administrator fees | 2011-07-31 | $92,216 |
Did the plan have assets held for investment | 2011-07-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-07-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-07-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-07-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-07-31 | Disclaimer |
Accountancy firm name | 2011-07-31 | KPMG LLP |
Accountancy firm EIN | 2011-07-31 | 135565207 |
2010 : PALL CORPORATION CASH BALANCE PENSION PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
2015: PALL CORPORATION CASH BALANCE PENSION PLAN 2015 form 5500 responses | ||
---|---|---|
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Submission has been amended | No |
2015-08-01 | This submission is the final filing | Yes |
2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-08-01 | Plan is a collectively bargained plan | No |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: PALL CORPORATION CASH BALANCE PENSION PLAN 2014 form 5500 responses | ||
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Submission has been amended | No |
2014-08-01 | This submission is the final filing | No |
2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-08-01 | Plan is a collectively bargained plan | No |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: PALL CORPORATION CASH BALANCE PENSION PLAN 2013 form 5500 responses | ||
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: PALL CORPORATION CASH BALANCE PENSION PLAN 2012 form 5500 responses | ||
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan is a collectively bargained plan | No |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: PALL CORPORATION CASH BALANCE PENSION PLAN 2011 form 5500 responses | ||
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2010: PALL CORPORATION CASH BALANCE PENSION PLAN 2010 form 5500 responses | ||
2010-08-01 | Type of plan entity | Single employer plan |
2010-08-01 | Submission has been amended | Yes |
2010-08-01 | This submission is the final filing | No |
2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-08-01 | Plan is a collectively bargained plan | No |
2010-08-01 | Plan funding arrangement – Trust | Yes |
2010-08-01 | Plan benefit arrangement - Trust | Yes |
2009: PALL CORPORATION CASH BALANCE PENSION PLAN 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |