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RHEEM CONSOLIDATED PENSION PLAN 401k Plan overview

Plan NameRHEEM CONSOLIDATED PENSION PLAN
Plan identification number 001

RHEEM CONSOLIDATED PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RHEEM MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:RHEEM MANUFACTURING COMPANY
Employer identification number (EIN):203928590
NAIC Classification:333410

Additional information about RHEEM MANUFACTURING COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4072112

More information about RHEEM MANUFACTURING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHEEM CONSOLIDATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GREG HENRY
0012016-01-01GREG HENRY
0012015-01-01GREG HENRY
0012014-01-01GREG HENRY
0012013-01-01GREG HENRY
0012012-01-01GREG HENRY
0012011-01-01GREG HENRY
0012009-01-01SIMON PARFITT
0012009-01-01SIMON PARFITT

Plan Statistics for RHEEM CONSOLIDATED PENSION PLAN

401k plan membership statisitcs for RHEEM CONSOLIDATED PENSION PLAN

Measure Date Value
2022: RHEEM CONSOLIDATED PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31300,061,278
Acturial value of plan assets2022-12-31281,531,398
Funding target for retired participants and beneficiaries receiving payment2022-12-31120,773,797
Number of terminated vested participants2022-12-311,631
Fundng target for terminated vested participants2022-12-3155,342,494
Active participant vested funding target2022-12-3168,555,728
Number of active participants2022-12-31914
Total funding liabilities for active participants2022-12-3172,630,173
Total participant count2022-12-313,699
Total funding target for all participants2022-12-31248,746,464
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-316,080,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-315,559,595
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-312,250,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-315,559,595
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,685
Total number of active participants reported on line 7a of the Form 55002022-01-01809
Number of retired or separated participants receiving benefits2022-01-011,178
Number of other retired or separated participants entitled to future benefits2022-01-011,446
Total of all active and inactive participants2022-01-013,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01158
Total participants2022-01-013,591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RHEEM CONSOLIDATED PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31120,244,677
Acturial value of plan assets2021-12-31108,220,210
Funding target for retired participants and beneficiaries receiving payment2021-12-3148,844,355
Number of terminated vested participants2021-12-31400
Fundng target for terminated vested participants2021-12-3119,415,145
Active participant vested funding target2021-12-3129,190,691
Number of active participants2021-12-31194
Total funding liabilities for active participants2021-12-3132,496,938
Total participant count2021-12-311,362
Total funding target for all participants2021-12-31100,756,438
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31989,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,045,540
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31425,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,342
Total number of active participants reported on line 7a of the Form 55002021-01-01914
Number of retired or separated participants receiving benefits2021-01-011,059
Number of other retired or separated participants entitled to future benefits2021-01-011,574
Total of all active and inactive participants2021-01-013,547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01138
Total participants2021-01-013,685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RHEEM CONSOLIDATED PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31107,079,794
Acturial value of plan assets2020-12-31100,984,148
Funding target for retired participants and beneficiaries receiving payment2020-12-3148,126,493
Number of terminated vested participants2020-12-31424
Fundng target for terminated vested participants2020-12-3119,404,534
Active participant vested funding target2020-12-3128,126,111
Number of active participants2020-12-31200
Total funding liabilities for active participants2020-12-3131,748,220
Total participant count2020-12-311,382
Total funding target for all participants2020-12-3199,279,247
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31388,556
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31388,556
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3145
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-311,025,608
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31989,345
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31700,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31989,345
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,364
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-01652
Number of other retired or separated participants entitled to future benefits2020-01-01386
Total of all active and inactive participants2020-01-011,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01110
Total participants2020-01-011,342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RHEEM CONSOLIDATED PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3192,868,192
Acturial value of plan assets2019-12-3198,497,597
Funding target for retired participants and beneficiaries receiving payment2019-12-3148,976,042
Number of terminated vested participants2019-12-31443
Fundng target for terminated vested participants2019-12-3120,774,059
Active participant vested funding target2019-12-3127,442,922
Number of active participants2019-12-31217
Total funding liabilities for active participants2019-12-3131,438,660
Total participant count2019-12-311,411
Total funding target for all participants2019-12-31101,188,761
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,473,787
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31777,109
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31696,678
Present value of excess contributions2019-12-31636,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31589,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31256,428
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31388,556
Total employer contributions2019-12-311,224,300
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,132,947
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,000,000
Net shortfall amortization installment of oustanding balance2019-12-313,079,720
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,521,467
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31388,556
Additional cash requirement2019-12-311,132,911
Contributions allocatedtoward minimum required contributions for current year2019-12-311,132,947
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,397
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-01644
Number of other retired or separated participants entitled to future benefits2019-01-01409
Total of all active and inactive participants2019-01-011,253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01111
Total participants2019-01-011,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RHEEM CONSOLIDATED PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31113,063,393
Acturial value of plan assets2018-12-31104,452,537
Funding target for retired participants and beneficiaries receiving payment2018-12-3145,075,490
Number of terminated vested participants2018-12-31453
Fundng target for terminated vested participants2018-12-3120,495,927
Active participant vested funding target2018-12-3133,570,343
Number of active participants2018-12-31259
Total funding liabilities for active participants2018-12-3138,492,226
Total participant count2018-12-311,449
Total funding target for all participants2018-12-31104,063,643
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31968,103
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31968,103
Present value of excess contributions2018-12-314,335,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,589,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31328,521
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,473,787
Total employer contributions2018-12-31698,500
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31636,336
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31600,000
Net shortfall amortization installment of oustanding balance2018-12-311,084,893
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31777,109
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31777,109
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31636,336
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,437
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-01646
Number of other retired or separated participants entitled to future benefits2018-01-01429
Total of all active and inactive participants2018-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01105
Total participants2018-01-011,397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RHEEM CONSOLIDATED PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31102,443,115
Acturial value of plan assets2017-12-31103,654,497
Funding target for retired participants and beneficiaries receiving payment2017-12-3141,592,707
Number of terminated vested participants2017-12-31475
Fundng target for terminated vested participants2017-12-3120,053,476
Active participant vested funding target2017-12-3134,962,122
Number of active participants2017-12-31293
Total funding liabilities for active participants2017-12-3140,385,862
Total participant count2017-12-311,493
Total funding target for all participants2017-12-31102,032,045
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31881,938
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31881,938
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31968,103
Total employer contributions2017-12-315,046,890
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-314,581,581
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31900,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31245,651
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31245,651
Contributions allocatedtoward minimum required contributions for current year2017-12-314,581,581
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,479
Total number of active participants reported on line 7a of the Form 55002017-01-01259
Number of retired or separated participants receiving benefits2017-01-01641
Number of other retired or separated participants entitled to future benefits2017-01-01440
Total of all active and inactive participants2017-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0197
Total participants2017-01-011,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RHEEM CONSOLIDATED PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31102,217,158
Acturial value of plan assets2016-12-31108,861,230
Funding target for retired participants and beneficiaries receiving payment2016-12-3140,105,324
Number of terminated vested participants2016-12-31500
Fundng target for terminated vested participants2016-12-3119,640,518
Active participant vested funding target2016-12-3135,355,541
Number of active participants2016-12-31314
Total funding liabilities for active participants2016-12-3141,759,728
Total participant count2016-12-311,518
Total funding target for all participants2016-12-31101,505,570
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31900,672
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31900,672
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31881,938
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31750,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,518
Total number of active participants reported on line 7a of the Form 55002016-01-01293
Number of retired or separated participants receiving benefits2016-01-01632
Number of other retired or separated participants entitled to future benefits2016-01-01461
Total of all active and inactive participants2016-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0193
Total participants2016-01-011,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RHEEM CONSOLIDATED PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,554
Total number of active participants reported on line 7a of the Form 55002015-01-01314
Number of retired or separated participants receiving benefits2015-01-01624
Number of other retired or separated participants entitled to future benefits2015-01-01495
Total of all active and inactive participants2015-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0185
Total participants2015-01-011,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RHEEM CONSOLIDATED PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,583
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of retired or separated participants receiving benefits2014-01-01609
Number of other retired or separated participants entitled to future benefits2014-01-01520
Total of all active and inactive participants2014-01-011,473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0181
Total participants2014-01-011,554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RHEEM CONSOLIDATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,663
Total number of active participants reported on line 7a of the Form 55002013-01-01386
Number of retired or separated participants receiving benefits2013-01-01592
Number of other retired or separated participants entitled to future benefits2013-01-01534
Total of all active and inactive participants2013-01-011,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0171
Total participants2013-01-011,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RHEEM CONSOLIDATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,683
Total number of active participants reported on line 7a of the Form 55002012-01-01471
Number of retired or separated participants receiving benefits2012-01-01573
Number of other retired or separated participants entitled to future benefits2012-01-01557
Total of all active and inactive participants2012-01-011,601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0162
Total participants2012-01-011,663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RHEEM CONSOLIDATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,704
Total number of active participants reported on line 7a of the Form 55002011-01-01521
Number of retired or separated participants receiving benefits2011-01-01557
Number of other retired or separated participants entitled to future benefits2011-01-01559
Total of all active and inactive participants2011-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0146
Total participants2011-01-011,683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RHEEM CONSOLIDATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,802
Total number of active participants reported on line 7a of the Form 55002009-01-01567
Number of retired or separated participants receiving benefits2009-01-01605
Number of other retired or separated participants entitled to future benefits2009-01-01522
Total of all active and inactive participants2009-01-011,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0143
Total participants2009-01-011,737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RHEEM CONSOLIDATED PENSION PLAN

Measure Date Value
2022 : RHEEM CONSOLIDATED PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,146,421
Total unrealized appreciation/depreciation of assets2022-12-31$-5,146,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-51,378,793
Total loss/gain on sale of assets2022-12-31$-2,120,414
Total of all expenses incurred2022-12-31$17,227,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,346,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,080,000
Value of total assets at end of year2022-12-31$231,455,477
Value of total assets at beginning of year2022-12-31$300,061,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,880,362
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,540,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,540,835
Administrative expenses professional fees incurred2022-12-31$239,500
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$509,101
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$928,798
Other income not declared elsewhere2022-12-31$1,277,815
Administrative expenses (other) incurred2022-12-31$1,762,168
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-68,605,801
Value of net assets at end of year (total assets less liabilities)2022-12-31$231,455,477
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$300,061,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$469,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$209,655,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$299,132,480
Asset value of US Government securities at end of year2022-12-31$15,211,072
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-58,010,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,080,000
Employer contributions (assets) at end of year2022-12-31$6,080,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,346,646
Contract administrator fees2022-12-31$409,500
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$9,904,024
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,024,438
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : RHEEM CONSOLIDATED PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$197,919,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,113,599
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$28,216,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,627,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$300,061,278
Value of total assets at beginning of year2021-12-31$120,244,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$589,122
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$11,250
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$17,041,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$928,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$127,755
Administrative expenses (other) incurred2021-12-31$289,246
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-18,102,733
Value of net assets at end of year (total assets less liabilities)2021-12-31$300,061,278
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,244,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$183,826
Value of interest in master investment trust accounts at end of year2021-12-31$299,132,480
Value of interest in master investment trust accounts at beginning of year2021-12-31$119,860,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$256,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,586,210
Contract administrator fees2021-12-31$104,800
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : RHEEM CONSOLIDATED PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$19,999,486
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,865,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,027,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,025,608
Value of total assets at end of year2020-12-31$120,244,948
Value of total assets at beginning of year2020-12-31$107,111,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$838,306
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$24,109
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$127,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$131,800
Administrative expenses (other) incurred2020-12-31$553,627
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$13,133,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,244,948
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$107,111,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$155,770
Value of interest in master investment trust accounts at end of year2020-12-31$119,860,791
Value of interest in master investment trust accounts at beginning of year2020-12-31$105,949,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,025,608
Employer contributions (assets) at end of year2020-12-31$256,402
Employer contributions (assets) at beginning of year2020-12-31$1,030,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,027,521
Contract administrator fees2020-12-31$104,800
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : RHEEM CONSOLIDATED PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,982,335
Total income from all sources (including contributions)2019-12-31$22,982,335
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,765,449
Total of all expenses incurred2019-12-31$8,765,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,628,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,628,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,224,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,224,300
Value of total assets at end of year2019-12-31$107,111,289
Value of total assets at end of year2019-12-31$107,111,289
Value of total assets at beginning of year2019-12-31$92,894,403
Value of total assets at beginning of year2019-12-31$92,894,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,136,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,136,689
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$154,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$154,060
Administrative expenses (other) incurred2019-12-31$867,537
Administrative expenses (other) incurred2019-12-31$867,537
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$14,216,886
Value of net income/loss2019-12-31$14,216,886
Value of net assets at end of year (total assets less liabilities)2019-12-31$107,111,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$107,111,289
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,894,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$150,352
Investment advisory and management fees2019-12-31$150,352
Value of interest in master investment trust accounts at end of year2019-12-31$105,949,489
Value of interest in master investment trust accounts at end of year2019-12-31$105,949,489
Value of interest in master investment trust accounts at beginning of year2019-12-31$92,041,843
Value of interest in master investment trust accounts at beginning of year2019-12-31$92,041,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,224,300
Contributions received in cash from employer2019-12-31$1,224,300
Employer contributions (assets) at end of year2019-12-31$1,030,000
Employer contributions (assets) at end of year2019-12-31$1,030,000
Employer contributions (assets) at beginning of year2019-12-31$698,500
Employer contributions (assets) at beginning of year2019-12-31$698,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,628,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,628,760
Contract administrator fees2019-12-31$118,800
Contract administrator fees2019-12-31$118,800
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
Accountancy firm EIN2019-12-31721396621
2018 : RHEEM CONSOLIDATED PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,732,252
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$13,634,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,802,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$698,500
Value of total assets at end of year2018-12-31$92,894,403
Value of total assets at beginning of year2018-12-31$113,260,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$831,709
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$578
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$154,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$330,974
Administrative expenses (other) incurred2018-12-31$481,056
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,366,274
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,894,403
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$113,260,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$245,275
Value of interest in master investment trust accounts at end of year2018-12-31$92,041,843
Value of interest in master investment trust accounts at beginning of year2018-12-31$107,882,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$698,500
Employer contributions (assets) at end of year2018-12-31$698,500
Employer contributions (assets) at beginning of year2018-12-31$5,046,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,802,313
Contract administrator fees2018-12-31$104,800
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : RHEEM CONSOLIDATED PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$154,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,083,144
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,111,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,026,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,046,890
Value of total assets at end of year2017-12-31$113,260,677
Value of total assets at beginning of year2017-12-31$102,443,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,084,816
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,077
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$330,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$137,999
Administrative expenses (other) incurred2017-12-31$752,573
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,971,844
Value of net assets at end of year (total assets less liabilities)2017-12-31$113,260,677
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$102,443,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$224,366
Value of interest in master investment trust accounts at end of year2017-12-31$107,882,813
Value of interest in master investment trust accounts at beginning of year2017-12-31$102,305,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,046,890
Employer contributions (assets) at end of year2017-12-31$5,046,890
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,026,484
Contract administrator fees2017-12-31$104,800
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : RHEEM CONSOLIDATED PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$9,749,220
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,523,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,560,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$102,443,115
Value of total assets at beginning of year2016-12-31$102,217,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$962,632
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$26,967
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$137,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$153,982
Administrative expenses (other) incurred2016-12-31$610,542
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$225,957
Value of net assets at end of year (total assets less liabilities)2016-12-31$102,443,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$102,217,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$220,323
Value of interest in master investment trust accounts at end of year2016-12-31$102,305,116
Value of interest in master investment trust accounts at beginning of year2016-12-31$102,063,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,560,631
Contract administrator fees2016-12-31$104,800
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : RHEEM CONSOLIDATED PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$-2,013,714
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,573,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,984,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$102,217,158
Value of total assets at beginning of year2015-12-31$113,804,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$588,643
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$20,468
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$153,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$98,940
Administrative expenses (other) incurred2015-12-31$209,322
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,587,251
Value of net assets at end of year (total assets less liabilities)2015-12-31$102,217,158
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,804,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$254,053
Value of interest in master investment trust accounts at end of year2015-12-31$102,063,176
Value of interest in master investment trust accounts at beginning of year2015-12-31$113,705,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,984,894
Contract administrator fees2015-12-31$104,800
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2015-12-31580942047
2014 : RHEEM CONSOLIDATED PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$7,812,999
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,105,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,566,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$861,303
Value of total assets at end of year2014-12-31$113,804,409
Value of total assets at beginning of year2014-12-31$120,096,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$539,201
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$43,361
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$98,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$61,705
Administrative expenses (other) incurred2014-12-31$133,650
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,292,428
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,804,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$120,096,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$252,390
Value of interest in master investment trust accounts at end of year2014-12-31$113,705,469
Value of interest in master investment trust accounts at beginning of year2014-12-31$103,818,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$861,303
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$16,217,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,566,226
Contract administrator fees2014-12-31$109,800
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2014-12-31580942047
2013 : RHEEM CONSOLIDATED PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$146,075
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$36,742,785
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$27,788,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,204,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,217,000
Value of total assets at end of year2013-12-31$120,096,837
Value of total assets at beginning of year2013-12-31$110,996,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$584,224
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,517
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$61,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$58,033
Administrative expenses (other) incurred2013-12-31$196,622
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,954,471
Value of net assets at end of year (total assets less liabilities)2013-12-31$120,096,837
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$110,996,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$250,710
Value of interest in master investment trust accounts at end of year2013-12-31$103,818,132
Value of interest in master investment trust accounts at beginning of year2013-12-31$102,238,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,217,000
Employer contributions (assets) at end of year2013-12-31$16,217,000
Employer contributions (assets) at beginning of year2013-12-31$8,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$27,204,090
Contract administrator fees2013-12-31$124,375
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2013-12-31580942047
2012 : RHEEM CONSOLIDATED PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$24,934,522
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,284,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,827,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,021,286
Value of total assets at end of year2012-12-31$110,996,291
Value of total assets at beginning of year2012-12-31$95,346,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$457,027
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$23,506
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$58,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$69,646
Administrative expenses (other) incurred2012-12-31$135,870
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$15,649,645
Value of net assets at end of year (total assets less liabilities)2012-12-31$110,996,291
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,346,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$192,851
Value of interest in master investment trust accounts at end of year2012-12-31$102,238,258
Value of interest in master investment trust accounts at beginning of year2012-12-31$87,693,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,021,286
Employer contributions (assets) at end of year2012-12-31$8,700,000
Employer contributions (assets) at beginning of year2012-12-31$7,583,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,827,850
Contract administrator fees2012-12-31$104,800
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2012-12-31580942047
2011 : RHEEM CONSOLIDATED PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$11,499,335
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,313,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,962,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,665,656
Value of total assets at end of year2011-12-31$95,346,646
Value of total assets at beginning of year2011-12-31$90,160,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$351,161
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$51,662
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$69,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$58,982
Administrative expenses (other) incurred2011-12-31$60,795
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,185,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,346,646
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,160,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$134,854
Value of interest in master investment trust accounts at end of year2011-12-31$87,693,711
Value of interest in master investment trust accounts at beginning of year2011-12-31$77,448,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$11,665,656
Employer contributions (assets) at end of year2011-12-31$7,583,289
Employer contributions (assets) at beginning of year2011-12-31$12,653,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,962,483
Contract administrator fees2011-12-31$103,850
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2011-12-31580942047
2010 : RHEEM CONSOLIDATED PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$70,758
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$24,402,637
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,150,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,777,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,664,428
Value of total assets at end of year2010-12-31$90,160,955
Value of total assets at beginning of year2010-12-31$73,837,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$372,666
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$47,120
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$58,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$68,615
Administrative expenses (other) incurred2010-12-31$127,039
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$16,252,240
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,160,955
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$73,837,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$97,507
Value of interest in master investment trust accounts at end of year2010-12-31$77,448,075
Value of interest in master investment trust accounts at beginning of year2010-12-31$63,630,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,664,428
Employer contributions (assets) at end of year2010-12-31$12,653,898
Employer contributions (assets) at beginning of year2010-12-31$10,139,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,777,731
Contract administrator fees2010-12-31$101,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2010-12-31580942047
2009 : RHEEM CONSOLIDATED PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RHEEM CONSOLIDATED PENSION PLAN

2022: RHEEM CONSOLIDATED PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RHEEM CONSOLIDATED PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RHEEM CONSOLIDATED PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RHEEM CONSOLIDATED PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RHEEM CONSOLIDATED PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RHEEM CONSOLIDATED PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RHEEM CONSOLIDATED PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RHEEM CONSOLIDATED PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RHEEM CONSOLIDATED PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RHEEM CONSOLIDATED PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RHEEM CONSOLIDATED PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RHEEM CONSOLIDATED PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RHEEM CONSOLIDATED PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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