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Plan Name | PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES |
Plan identification number | 003 |
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 |
---|---|---|---|---|---|
003 | 2015-08-01 | JEFFREY WOOTEN | |||
003 | 2014-08-01 | JEFFREY MOLIN | |||
003 | 2013-08-01 | JULIE TAYLOR | |||
003 | 2012-08-01 | JULIE TAYLOR | JULIE TAYLOR | 2014-05-14 | |
003 | 2011-08-01 | LINDA VILLA | LINDA VILLA | 2013-05-14 | |
003 | 2009-08-01 | JAMES PORRETTO | JAMES PORRETTO | 2011-05-16 |
Measure | Date | Value |
---|---|---|
2015: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-08-01 | 631 |
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 | 18 |
2014: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-08-01 | 614 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 318 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 169 |
Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 107 |
Total of all active and inactive participants | 2014-08-01 | 594 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 31 |
Total participants | 2014-08-01 | 625 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-08-01 | 3 |
2013: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-08-01 | 617 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 343 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 149 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 92 |
Total of all active and inactive participants | 2013-08-01 | 584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 30 |
Total participants | 2013-08-01 | 614 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 5 |
2012: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-08-01 | 646 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 359 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 142 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 89 |
Total of all active and inactive participants | 2012-08-01 | 590 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 27 |
Total participants | 2012-08-01 | 617 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 16 |
2011: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-08-01 | 680 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 384 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 142 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 94 |
Total of all active and inactive participants | 2011-08-01 | 620 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 26 |
Total participants | 2011-08-01 | 646 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 28 |
2009: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 559 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 392 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 118 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 98 |
Total of all active and inactive participants | 2009-08-01 | 608 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 22 |
Total participants | 2009-08-01 | 630 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 2 |
Measure | Date | Value |
---|---|---|
2016 : PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-07-31 | $0 |
Total transfer of assets from this plan | 2016-07-31 | $37,974,642 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-07-31 | $37,974,642 |
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 | $-512,898 |
Total loss/gain on sale of assets | 2016-07-31 | $0 |
Total of all expenses incurred | 2016-07-31 | $2,310,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-07-31 | $1,749,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-07-31 | $0 |
Value of total assets at end of year | 2016-07-31 | $37,974,642 |
Value of total assets at beginning of year | 2016-07-31 | $40,798,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-07-31 | $560,879 |
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 | $220,544 |
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 | $37,974,642 |
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 | $109,225 |
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 | $-2,823,732 |
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 | $40,798,374 |
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 | $193,685 |
Value of interest in master investment trust accounts at end of year | 2016-07-31 | $37,974,642 |
Value of interest in master investment trust accounts at beginning of year | 2016-07-31 | $40,798,374 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-07-31 | $1,749,955 |
Contract administrator fees | 2016-07-31 | $37,425 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | $2,992,827 |
Total loss/gain on sale of assets | 2015-07-31 | $0 |
Total of all expenses incurred | 2015-07-31 | $1,900,137 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-07-31 | $1,420,664 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-07-31 | $0 |
Value of total assets at end of year | 2015-07-31 | $40,798,374 |
Value of total assets at beginning of year | 2015-07-31 | $39,705,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-07-31 | $479,473 |
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 | $56,909 |
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 | $1,092,690 |
Value of net assets at end of year (total assets less liabilities) | 2015-07-31 | $40,798,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-07-31 | $39,705,684 |
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 | $365,146 |
Value of interest in master investment trust accounts at end of year | 2015-07-31 | $40,798,374 |
Value of interest in master investment trust accounts at beginning of year | 2015-07-31 | $39,705,684 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-07-31 | $1,420,664 |
Contract administrator fees | 2015-07-31 | $57,418 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | $227,893 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-07-31 | $639,106 |
Total income from all sources (including contributions) | 2014-07-31 | $7,436,164 |
Total loss/gain on sale of assets | 2014-07-31 | $0 |
Total of all expenses incurred | 2014-07-31 | $1,688,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-07-31 | $1,265,596 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-07-31 | $4,250,000 |
Value of total assets at end of year | 2014-07-31 | $39,933,577 |
Value of total assets at beginning of year | 2014-07-31 | $34,597,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-07-31 | $422,824 |
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 | $12,409 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-07-31 | $6,852 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-07-31 | $630,052 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-07-31 | $1,314,423 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-07-31 | $175,408 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-07-31 | $622,683 |
Administrative expenses (other) incurred | 2014-07-31 | $71,886 |
Liabilities. Value of operating payables at end of year | 2014-07-31 | $52,485 |
Liabilities. Value of operating payables at beginning of year | 2014-07-31 | $16,423 |
Total non interest bearing cash at end of year | 2014-07-31 | $302,993 |
Total non interest bearing cash at beginning of year | 2014-07-31 | $4,376 |
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 | $5,747,744 |
Value of net assets at end of year (total assets less liabilities) | 2014-07-31 | $39,705,684 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-07-31 | $33,957,940 |
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 | $309,966 |
Value of interest in master investment trust accounts at end of year | 2014-07-31 | $38,988,123 |
Value of interest in master investment trust accounts at beginning of year | 2014-07-31 | $33,271,395 |
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 | $4,250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-07-31 | $1,265,596 |
Contract administrator fees | 2014-07-31 | $40,972 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | $639,106 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-07-31 | $704,300 |
Total income from all sources (including contributions) | 2013-07-31 | $5,944,167 |
Total loss/gain on sale of assets | 2013-07-31 | $0 |
Total of all expenses incurred | 2013-07-31 | $1,411,593 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-07-31 | $1,300,743 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-07-31 | $1,202,787 |
Value of total assets at end of year | 2013-07-31 | $34,597,046 |
Value of total assets at beginning of year | 2013-07-31 | $30,129,666 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-07-31 | $110,850 |
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 | $6,852 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-07-31 | $10,784 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-07-31 | $1,314,423 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-07-31 | $207,915 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-07-31 | $622,683 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-07-31 | $694,364 |
Administrative expenses (other) incurred | 2013-07-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-07-31 | $16,423 |
Liabilities. Value of operating payables at beginning of year | 2013-07-31 | $9,936 |
Total non interest bearing cash at end of year | 2013-07-31 | $4,376 |
Total non interest bearing cash at beginning of year | 2013-07-31 | $4,156 |
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 | $4,532,574 |
Value of net assets at end of year (total assets less liabilities) | 2013-07-31 | $33,957,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-07-31 | $29,425,366 |
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 | $100,502 |
Value of interest in master investment trust accounts at end of year | 2013-07-31 | $33,271,395 |
Value of interest in master investment trust accounts at beginning of year | 2013-07-31 | $29,906,811 |
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 | $1,202,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-07-31 | $1,300,743 |
Contract administrator fees | 2013-07-31 | $10,348 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | $704,300 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-07-31 | $554,741 |
Total income from all sources (including contributions) | 2012-07-31 | $966,352 |
Total loss/gain on sale of assets | 2012-07-31 | $0 |
Total of all expenses incurred | 2012-07-31 | $1,222,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-07-31 | $1,094,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-07-31 | $0 |
Value of total assets at end of year | 2012-07-31 | $30,129,666 |
Value of total assets at beginning of year | 2012-07-31 | $30,236,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-07-31 | $128,123 |
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 | $10,784 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-07-31 | $2,098 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-07-31 | $207,915 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-07-31 | $80,744 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-07-31 | $694,364 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-07-31 | $547,320 |
Administrative expenses (other) incurred | 2012-07-31 | $9,964 |
Liabilities. Value of operating payables at end of year | 2012-07-31 | $9,936 |
Liabilities. Value of operating payables at beginning of year | 2012-07-31 | $7,421 |
Total non interest bearing cash at end of year | 2012-07-31 | $4,156 |
Total non interest bearing cash at beginning of year | 2012-07-31 | $892 |
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 | $-256,629 |
Value of net assets at end of year (total assets less liabilities) | 2012-07-31 | $29,425,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-07-31 | $29,681,995 |
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 | $95,882 |
Value of interest in master investment trust accounts at end of year | 2012-07-31 | $29,906,811 |
Value of interest in master investment trust accounts at beginning of year | 2012-07-31 | $30,153,002 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-07-31 | $1,094,858 |
Contract administrator fees | 2012-07-31 | $22,277 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | $554,741 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-07-31 | $1,058,442 |
Total income from all sources (including contributions) | 2011-07-31 | $7,611,834 |
Total loss/gain on sale of assets | 2011-07-31 | $0 |
Total of all expenses incurred | 2011-07-31 | $1,078,369 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-07-31 | $942,236 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-07-31 | $4,500,000 |
Value of total assets at end of year | 2011-07-31 | $30,236,736 |
Value of total assets at beginning of year | 2011-07-31 | $24,206,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-07-31 | $136,133 |
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 |
Assets. Other investments not covered elsewhere at end of year | 2011-07-31 | $2,098 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-07-31 | $1,769 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-07-31 | $80,744 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-07-31 | $83,348 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-07-31 | $547,320 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-07-31 | $1,040,860 |
Administrative expenses (other) incurred | 2011-07-31 | $10,183 |
Liabilities. Value of operating payables at end of year | 2011-07-31 | $7,421 |
Liabilities. Value of operating payables at beginning of year | 2011-07-31 | $17,582 |
Total non interest bearing cash at end of year | 2011-07-31 | $892 |
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 | $6,533,465 |
Value of net assets at end of year (total assets less liabilities) | 2011-07-31 | $29,681,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-07-31 | $23,148,530 |
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 | $102,171 |
Value of interest in master investment trust accounts at end of year | 2011-07-31 | $30,153,002 |
Value of interest in master investment trust accounts at beginning of year | 2011-07-31 | $24,121,855 |
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 |
Contributions received in cash from employer | 2011-07-31 | $4,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-07-31 | $942,236 |
Contract administrator fees | 2011-07-31 | $23,779 |
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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2015-08-01 | Plan funding arrangement – Trust | Yes |
2015-08-01 | Plan benefit arrangement - Trust | Yes |
2014: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2014-08-01 | Plan funding arrangement – Trust | Yes |
2014-08-01 | Plan benefit arrangement - Trust | Yes |
2013: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement - Trust | Yes |
2012: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement - Trust | Yes |
2011: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement - Trust | Yes |
2009: PALL TRINITY MICRO PENSION PLAN FOR HOURLY-RATED FACTORY EMPLOYEES 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 | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |