401k Plan data: WELCH ALLYN 401(K) SAVINGS PLAN plan

WELCH ALLYN 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	WELCH ALLYN 401(K) SAVINGS PLAN
Plan identification number	002

WELCH ALLYN 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

WELCH ALLYN HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELCH ALLYN HOLDINGS, INC.

Employer identification number (EIN): 150513564

NAIC Classification: 339110

Additional information about WELCH ALLYN HOLDINGS, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1946-12-17

Company Identification Number: 60560

Legal Registered Office Address: 111 EIGHTH AVE
ONONDAGA
NEW YORK
United States of America (USA)
10011

More information about WELCH ALLYN HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELCH ALLYN 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 JOHN SANDERS
002 2015-01-01 JOHN SANDERS
002 2014-01-01 JOHN SANDERS
002 2013-01-01 DANIEL J. FISHER
002 2012-01-01 DANIEL J. FISHER
002 2011-01-01 DANIEL J. FISHER
002 2010-01-01 KAREN ROSCHER
002 2009-01-01 KAREN ROSCHER

Plan id#	Filing Submission Date	Name of Administrator
002	2016-01-01	JOHN SANDERS
002	2015-01-01	JOHN SANDERS
002	2014-01-01	JOHN SANDERS
002	2013-01-01	DANIEL J. FISHER
002	2012-01-01	DANIEL J. FISHER
002	2011-01-01	DANIEL J. FISHER
002	2010-01-01	KAREN ROSCHER
002	2009-01-01	KAREN ROSCHER

Plan Statistics for WELCH ALLYN 401(K) SAVINGS PLAN

401k plan membership statisitcs for WELCH ALLYN 401(K) SAVINGS PLAN

Measure Date Value
2016: WELCH ALLYN 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,213
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27
2015: WELCH ALLYN 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,178
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,143
Number of retired or separated participants receiving benefits 2015-01-01 27
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,043
Total of all active and inactive participants 2015-01-01 2,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,213
Number of participants with account balances 2015-01-01 2,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 37
2014: WELCH ALLYN 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,705
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,178
Number of retired or separated participants receiving benefits 2014-01-01 27
Number of other retired or separated participants entitled to future benefits 2014-01-01 435
Total of all active and inactive participants 2014-01-01 1,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,640
Number of participants with account balances 2014-01-01 1,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 45
2013: WELCH ALLYN 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,285
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,291
Number of retired or separated participants receiving benefits 2013-01-01 24
Number of other retired or separated participants entitled to future benefits 2013-01-01 390
Total of all active and inactive participants 2013-01-01 1,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,705
Number of participants with account balances 2013-01-01 1,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 25
2012: WELCH ALLYN 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,253
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,448
Number of retired or separated participants receiving benefits 2012-01-01 36
Number of other retired or separated participants entitled to future benefits 2012-01-01 808
Total of all active and inactive participants 2012-01-01 2,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,292
Number of participants with account balances 2012-01-01 2,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 27
2011: WELCH ALLYN 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,634
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,603
Number of retired or separated participants receiving benefits 2011-01-01 33
Number of other retired or separated participants entitled to future benefits 2011-01-01 797
Total of all active and inactive participants 2011-01-01 2,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,433
Number of participants with account balances 2011-01-01 2,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 23
2010: WELCH ALLYN 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,648
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,708
Number of retired or separated participants receiving benefits 2010-01-01 26
Number of other retired or separated participants entitled to future benefits 2010-01-01 785
Total of all active and inactive participants 2010-01-01 2,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2,519
Number of participants with account balances 2010-01-01 2,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 32
2009: WELCH ALLYN 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,973
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,628
Number of retired or separated participants receiving benefits 2009-01-01 29
Number of other retired or separated participants entitled to future benefits 2009-01-01 991
Total of all active and inactive participants 2009-01-01 2,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2,648
Number of participants with account balances 2009-01-01 2,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 30

Measure	Date	Value
2016: WELCH ALLYN 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,213
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27
2015: WELCH ALLYN 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,178
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,143
Number of retired or separated participants receiving benefits	2015-01-01	27
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,043
Total of all active and inactive participants	2015-01-01	2,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,213
Number of participants with account balances	2015-01-01	2,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	37
2014: WELCH ALLYN 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,705
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,178
Number of retired or separated participants receiving benefits	2014-01-01	27
Number of other retired or separated participants entitled to future benefits	2014-01-01	435
Total of all active and inactive participants	2014-01-01	1,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,640
Number of participants with account balances	2014-01-01	1,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	45
2013: WELCH ALLYN 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,285
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,291
Number of retired or separated participants receiving benefits	2013-01-01	24
Number of other retired or separated participants entitled to future benefits	2013-01-01	390
Total of all active and inactive participants	2013-01-01	1,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,705
Number of participants with account balances	2013-01-01	1,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	25
2012: WELCH ALLYN 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,253
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,448
Number of retired or separated participants receiving benefits	2012-01-01	36
Number of other retired or separated participants entitled to future benefits	2012-01-01	808
Total of all active and inactive participants	2012-01-01	2,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,292
Number of participants with account balances	2012-01-01	2,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	27
2011: WELCH ALLYN 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,634
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,603
Number of retired or separated participants receiving benefits	2011-01-01	33
Number of other retired or separated participants entitled to future benefits	2011-01-01	797
Total of all active and inactive participants	2011-01-01	2,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,433
Number of participants with account balances	2011-01-01	2,433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	23
2010: WELCH ALLYN 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,648
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,708
Number of retired or separated participants receiving benefits	2010-01-01	26
Number of other retired or separated participants entitled to future benefits	2010-01-01	785
Total of all active and inactive participants	2010-01-01	2,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2,519
Number of participants with account balances	2010-01-01	2,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	32
2009: WELCH ALLYN 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,973
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,628
Number of retired or separated participants receiving benefits	2009-01-01	29
Number of other retired or separated participants entitled to future benefits	2009-01-01	991
Total of all active and inactive participants	2009-01-01	2,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2,648
Number of participants with account balances	2009-01-01	2,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	30

Financial Data on WELCH ALLYN 401(K) SAVINGS PLAN

Measure	Date	Value
2016 : WELCH ALLYN 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$347,224,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$40,019,966
Total loss/gain on sale of assets	2016-12-31	$9,270
Total of all expenses incurred	2016-12-31	$40,058,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$40,090,057
Expenses. Certain deemed distributions of participant loans	2016-12-31	$36,823
Value of total corrective distributions	2016-12-31	$5,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$17,567,745
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$347,262,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$-73,815
Total interest from all sources	2016-12-31	$170,502
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$12,246,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$12,246,108
Administrative expenses professional fees incurred	2016-12-31	$18,350
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$9,314,654
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$3,975,057
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$8,543,441
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$230,986
Other income not declared elsewhere	2016-12-31	$106,154
Administrative expenses (other) incurred	2016-12-31	$-280,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-38,449
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$347,262,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$167,160
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$321,287,263
Interest on participant loans	2016-12-31	$167,213
Interest earned on other investments	2016-12-31	$3,289
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$13,270,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$9,843,424
Net investment gain or loss from common/collective trusts	2016-12-31	$76,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$8,022,105
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$186,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$40,090,057
Contract administrator fees	2016-12-31	$21,149
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	Yes
Aggregate proceeds on sale of assets	2016-12-31	$21,885,020
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$21,875,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BONADIO & CO, LLP
Accountancy firm EIN	2016-12-31	161131146
2015 : WELCH ALLYN 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$21,274,888
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$41,852,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$41,883,015
Expenses. Certain deemed distributions of participant loans	2015-12-31	$65,785
Value of total corrective distributions	2015-12-31	$7,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$18,965,163
Value of total assets at end of year	2015-12-31	$347,262,548
Value of total assets at beginning of year	2015-12-31	$367,840,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$-103,830
Total interest from all sources	2015-12-31	$284,519
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$15,514,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$15,514,074
Administrative expenses professional fees incurred	2015-12-31	$17,900
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$9,784,543
Participant contributions at end of year	2015-12-31	$3,975,057
Participant contributions at beginning of year	2015-12-31	$4,250,886
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$8,543,441
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$7,352,363
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$526,797
Other income not declared elsewhere	2015-12-31	$-55,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-20,577,570
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$347,262,548
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$367,840,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$118,111
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$321,287,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$342,695,466
Interest on participant loans	2015-12-31	$176,931
Interest earned on other investments	2015-12-31	$107,588
Value of interest in common/collective trusts at end of year	2015-12-31	$13,270,217
Value of interest in common/collective trusts at beginning of year	2015-12-31	$13,301,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-13,473,539
Net investment gain/loss from pooled separate accounts	2015-12-31	$40,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$8,653,823
Employer contributions (assets) at end of year	2015-12-31	$186,570
Employer contributions (assets) at beginning of year	2015-12-31	$239,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$41,883,015
Contract administrator fees	2015-12-31	$-239,841
Did the plan have assets held for investment	2015-12-31	Yes
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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BONADIO & CO, LLP
Accountancy firm EIN	2015-12-31	161131146
2014 : WELCH ALLYN 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$40,527,704
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$31,111,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$31,116,907
Expenses. Certain deemed distributions of participant loans	2014-12-31	$40,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$19,506,268
Value of total assets at end of year	2014-12-31	$367,840,118
Value of total assets at beginning of year	2014-12-31	$358,423,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$-46,020
Total interest from all sources	2014-12-31	$185,469
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,747,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$18,747,953
Administrative expenses professional fees incurred	2014-12-31	$-46,020
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$10,019,590
Participant contributions at end of year	2014-12-31	$4,250,886
Participant contributions at beginning of year	2014-12-31	$4,387,964
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$258,571
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$7,352,363
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$6,963,211
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$248,865
Other income not declared elsewhere	2014-12-31	$40,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$9,416,624
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$367,840,118
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$358,423,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$342,695,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$334,032,858
Interest on participant loans	2014-12-31	$184,962
Interest earned on other investments	2014-12-31	$507
Value of interest in common/collective trusts at end of year	2014-12-31	$13,301,952
Value of interest in common/collective trusts at beginning of year	2014-12-31	$12,375,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,912,327
Net investment gain or loss from common/collective trusts	2014-12-31	$135,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$9,237,813
Employer contributions (assets) at end of year	2014-12-31	$239,451
Employer contributions (assets) at beginning of year	2014-12-31	$405,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$31,116,907
Did the plan have assets held for investment	2014-12-31	Yes
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BONADIO & CO, LLP
Accountancy firm EIN	2014-12-31	161131146
2013 : WELCH ALLYN 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$85,046,500
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$38,023,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$37,974,674
Expenses. Certain deemed distributions of participant loans	2013-12-31	$28,349
Value of total corrective distributions	2013-12-31	$2,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$20,082,815
Value of total assets at end of year	2013-12-31	$358,423,494
Value of total assets at beginning of year	2013-12-31	$311,400,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,015
Total interest from all sources	2013-12-31	$183,960
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$16,110,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$16,110,145
Administrative expenses professional fees incurred	2013-12-31	$18,015
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$10,124,675
Participant contributions at end of year	2013-12-31	$4,387,964
Participant contributions at beginning of year	2013-12-31	$4,636,991
Participant contributions at end of year	2013-12-31	$258,571
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$6,963,211
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$4,236,780
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$774,087
Other income not declared elsewhere	2013-12-31	$483,186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$47,022,672
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$358,423,494
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$311,400,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$334,032,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$287,501,577
Interest on participant loans	2013-12-31	$183,703
Interest earned on other investments	2013-12-31	$257
Value of interest in common/collective trusts at end of year	2013-12-31	$12,375,450
Value of interest in common/collective trusts at beginning of year	2013-12-31	$14,857,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$48,309,008
Net investment gain or loss from common/collective trusts	2013-12-31	$-122,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$9,184,053
Employer contributions (assets) at end of year	2013-12-31	$405,440
Employer contributions (assets) at beginning of year	2013-12-31	$167,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$37,974,674
Did the plan have assets held for investment	2013-12-31	Yes
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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN	2013-12-31	161076996
2012 : WELCH ALLYN 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$61,293,818
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$17,288,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$17,157,200
Expenses. Certain deemed distributions of participant loans	2012-12-31	$854
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$21,749,513
Value of total assets at end of year	2012-12-31	$311,400,822
Value of total assets at beginning of year	2012-12-31	$267,395,054
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$129,996
Total interest from all sources	2012-12-31	$206,533
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$9,405,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$9,405,595
Administrative expenses professional fees incurred	2012-12-31	$21,000
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$10,756,378
Participant contributions at end of year	2012-12-31	$4,636,991
Participant contributions at beginning of year	2012-12-31	$4,354,438
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$229,575
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$4,236,780
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$1,969,015
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$846,665
Other income not declared elsewhere	2012-12-31	$49,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$44,005,768
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$311,400,822
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$267,395,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$89,884
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$287,501,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$249,447,988
Interest on participant loans	2012-12-31	$206,216
Interest earned on other investments	2012-12-31	$317
Value of interest in common/collective trusts at end of year	2012-12-31	$14,857,992
Value of interest in common/collective trusts at beginning of year	2012-12-31	$10,946,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$29,584,966
Net investment gain or loss from common/collective trusts	2012-12-31	$298,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,146,470
Employer contributions (assets) at end of year	2012-12-31	$167,482
Employer contributions (assets) at beginning of year	2012-12-31	$447,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$17,157,200
Contract administrator fees	2012-12-31	$19,112
Did the plan have assets held for investment	2012-12-31	Yes
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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN	2012-12-31	161076996
2011 : WELCH ALLYN 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$18,748,991
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$18,044,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$17,856,682
Expenses. Certain deemed distributions of participant loans	2011-12-31	$32,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$20,527,869
Value of total assets at end of year	2011-12-31	$267,395,054
Value of total assets at beginning of year	2011-12-31	$266,690,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$154,664
Total interest from all sources	2011-12-31	$183,078
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,800,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$7,800,892
Administrative expenses professional fees incurred	2011-12-31	$21,000
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$10,135,262
Participant contributions at end of year	2011-12-31	$4,354,438
Participant contributions at beginning of year	2011-12-31	$3,979,902
Participant contributions at end of year	2011-12-31	$229,575
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$1,969,015
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$442,374
Other income not declared elsewhere	2011-12-31	$54,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$704,724
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$267,395,054
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$266,690,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$109,891
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$249,447,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$233,160,396
Interest on participant loans	2011-12-31	$183,078
Value of interest in common/collective trusts at end of year	2011-12-31	$10,946,854
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,658,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$22,891,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$22,891,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-10,132,448
Net investment gain or loss from common/collective trusts	2011-12-31	$314,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$9,950,233
Employer contributions (assets) at end of year	2011-12-31	$447,184
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$17,856,682
Contract administrator fees	2011-12-31	$23,773
Did the plan have assets held for investment	2011-12-31	Yes
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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN	2011-12-31	161076996
2010 : WELCH ALLYN 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$49,663,749
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$18,282,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$18,226,646
Expenses. Certain deemed distributions of participant loans	2010-12-31	$3,258
Value of total corrective distributions	2010-12-31	$3,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$19,052,930
Value of total assets at end of year	2010-12-31	$266,690,330
Value of total assets at beginning of year	2010-12-31	$235,309,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$49,214
Total interest from all sources	2010-12-31	$192,895
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$5,406,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$5,406,347
Administrative expenses professional fees incurred	2010-12-31	$28,200
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$8,904,092
Participant contributions at end of year	2010-12-31	$3,979,902
Participant contributions at beginning of year	2010-12-31	$3,154,368
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,332,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$31,380,911
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$266,690,330
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$235,309,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$233,160,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$201,811,623
Interest on participant loans	2010-12-31	$188,370
Value of interest in common/collective trusts at end of year	2010-12-31	$6,658,360
Value of interest in common/collective trusts at beginning of year	2010-12-31	$6,790,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$22,891,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$23,438,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$23,438,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$24,747,038
Net investment gain or loss from common/collective trusts	2010-12-31	$264,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$8,816,515
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$114,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$18,226,646
Contract administrator fees	2010-12-31	$21,014
Did the plan have assets held for investment	2010-12-31	Yes
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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TESTONE, MARSHALL & DISCENZA
Accountancy firm EIN	2010-12-31	161076996
2009 : WELCH ALLYN 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WELCH ALLYN 401(K) SAVINGS PLAN

2016: WELCH ALLYN 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELCH ALLYN 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELCH ALLYN 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELCH ALLYN 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELCH ALLYN 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELCH ALLYN 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WELCH ALLYN 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELCH ALLYN 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WELCH ALLYN HOLDINGS, INC.
Employer identification number (EIN):	150513564
NAIC Classification:	339110

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1946-12-17
Company Identification Number:	60560
Legal Registered Office Address:	111 EIGHTH AVE ONONDAGA NEW YORK United States of America (USA) 10011