ADMINISTRATIVE BOARD FOR THE TOWER AUTOMOTIVE NON-UNION RETIREES VEBA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN
401k plan membership statisitcs for TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN
| Measure | Date | Value |
|---|
| 2020 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $21,479 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $10,438 |
| Total income from all sources (including contributions) | 2020-12-31 | $133,128 |
| Total of all expenses incurred | 2020-12-31 | $278,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $150,769 |
| Value of total assets at end of year | 2020-12-31 | $2,209,550 |
| Value of total assets at beginning of year | 2020-12-31 | $2,343,447 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $127,297 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $48,595 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $48,595 |
| Administrative expenses professional fees incurred | 2020-12-31 | $102,509 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $10,050 |
| Administrative expenses (other) incurred | 2020-12-31 | $13,456 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $18,711 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $10,438 |
| Total non interest bearing cash at end of year | 2020-12-31 | $21,659 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-144,938 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,188,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,333,009 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,992,237 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,091,881 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $185,604 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $251,566 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $251,566 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $9,848 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $84,533 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $140,921 |
| Contract administrator fees | 2020-12-31 | $11,332 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $2,768 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2020-12-31 | 382445537 |
| 2019 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,438 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $10,438 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,583 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,583 |
| Total income from all sources (including contributions) | 2019-12-31 | $178,560 |
| Total income from all sources (including contributions) | 2019-12-31 | $178,560 |
| Total of all expenses incurred | 2019-12-31 | $200,905 |
| Total of all expenses incurred | 2019-12-31 | $200,905 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $145,314 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $145,314 |
| Value of total assets at end of year | 2019-12-31 | $2,343,447 |
| Value of total assets at end of year | 2019-12-31 | $2,343,447 |
| Value of total assets at beginning of year | 2019-12-31 | $2,357,937 |
| Value of total assets at beginning of year | 2019-12-31 | $2,357,937 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,591 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $61,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $61,187 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $61,187 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $61,187 |
| Administrative expenses professional fees incurred | 2019-12-31 | $42,743 |
| Administrative expenses professional fees incurred | 2019-12-31 | $42,743 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $10,993 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $10,993 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $10,438 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $10,438 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,383 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,383 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-22,345 |
| Value of net income/loss | 2019-12-31 | $-22,345 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,333,009 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,333,009 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,355,354 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,355,354 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,091,881 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,091,881 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,113,214 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,113,214 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $251,566 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $251,566 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $233,730 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $233,730 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $233,730 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $233,730 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $8,177 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $8,177 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $117,373 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $117,373 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $137,137 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $137,137 |
| Contract administrator fees | 2019-12-31 | $12,848 |
| Contract administrator fees | 2019-12-31 | $12,848 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $200 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm name | 2019-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2019-12-31 | 382445537 |
| Accountancy firm EIN | 2019-12-31 | 382445537 |
| 2018 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,583 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,683 |
| Total income from all sources (including contributions) | 2018-12-31 | $23,900 |
| Total of all expenses incurred | 2018-12-31 | $188,577 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $155,328 |
| Value of total assets at end of year | 2018-12-31 | $2,357,937 |
| Value of total assets at beginning of year | 2018-12-31 | $2,521,714 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,249 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $64,590 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $64,590 |
| Administrative expenses professional fees incurred | 2018-12-31 | $19,820 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $10,993 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $14,443 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $2,383 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,683 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-164,677 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,355,354 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,520,031 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,113,214 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,936,293 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $233,730 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $570,978 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $570,978 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $9,678 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-40,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $145,650 |
| Contract administrator fees | 2018-12-31 | $13,429 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $200 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2018-12-31 | 382445537 |
| 2017 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,683 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,586 |
| Total income from all sources (including contributions) | 2017-12-31 | $111,608 |
| Total of all expenses incurred | 2017-12-31 | $234,097 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $184,092 |
| Value of total assets at end of year | 2017-12-31 | $2,521,714 |
| Value of total assets at beginning of year | 2017-12-31 | $2,647,106 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $50,005 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $64,950 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $64,950 |
| Administrative expenses professional fees incurred | 2017-12-31 | $37,395 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $14,443 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $14,783 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,683 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,805 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-122,489 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,520,031 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,642,520 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,936,293 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,116,394 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $570,978 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $515,929 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $515,929 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $9,671 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $46,658 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $174,421 |
| Contract administrator fees | 2017-12-31 | $12,610 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,781 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2017-12-31 | 382445537 |
| 2016 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,586 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,239 |
| Total income from all sources (including contributions) | 2016-12-31 | $95,861 |
| Total of all expenses incurred | 2016-12-31 | $241,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $218,787 |
| Value of total assets at end of year | 2016-12-31 | $2,647,106 |
| Value of total assets at beginning of year | 2016-12-31 | $2,790,926 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,241 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $71,197 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $71,197 |
| Administrative expenses professional fees incurred | 2016-12-31 | $9,680 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $14,783 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $16,134 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,805 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,969 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-145,167 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,642,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,787,687 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,116,394 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,496,684 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $515,929 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $278,108 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $278,108 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $9,708 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $24,664 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $209,079 |
| Contract administrator fees | 2016-12-31 | $12,561 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,781 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,270 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2016-12-31 | 382445537 |
| 2015 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,239 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $14,069 |
| Total income from all sources (including contributions) | 2015-12-31 | $8,729 |
| Total of all expenses incurred | 2015-12-31 | $290,425 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $242,280 |
| Value of total assets at end of year | 2015-12-31 | $2,790,926 |
| Value of total assets at beginning of year | 2015-12-31 | $3,083,452 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,145 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $70,032 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $70,032 |
| Administrative expenses professional fees incurred | 2015-12-31 | $16,167 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $16,134 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $14,893 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,969 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $13,243 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-281,696 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,787,687 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,069,383 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,496,684 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $278,108 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,068,559 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,068,559 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $9,688 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-61,303 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $232,592 |
| Contract administrator fees | 2015-12-31 | $31,978 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,270 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $826 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2015-12-31 | 382445537 |
| 2014 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14,069 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $13,972 |
| Total income from all sources (including contributions) | 2014-12-31 | $6,637 |
| Total of all expenses incurred | 2014-12-31 | $278,559 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $228,329 |
| Value of total assets at end of year | 2014-12-31 | $3,083,452 |
| Value of total assets at beginning of year | 2014-12-31 | $3,355,277 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $50,230 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $6,637 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $6,637 |
| Administrative expenses professional fees incurred | 2014-12-31 | $18,074 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $14,893 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $16,741 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $13,243 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $6,421 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-271,922 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,069,383 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,341,305 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,068,559 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,338,536 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,338,536 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $9,688 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $218,641 |
| Contract administrator fees | 2014-12-31 | $32,156 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $826 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $7,551 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2014-12-31 | 382445537 |
| 2013 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $13,972 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $99,464 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,645 |
| Total of all expenses incurred | 2013-12-31 | $305,129 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $246,251 |
| Value of total assets at end of year | 2013-12-31 | $3,355,277 |
| Value of total assets at beginning of year | 2013-12-31 | $3,737,253 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $58,878 |
| Total interest from all sources | 2013-12-31 | $8,645 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $13,466 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $16,741 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $17,748 |
| Administrative expenses (other) incurred | 2013-12-31 | $9,512 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $6,421 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $12,056 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-296,484 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,341,305 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,637,789 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,338,536 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,719,505 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,719,505 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $8,645 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $246,251 |
| Contract administrator fees | 2013-12-31 | $35,900 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $7,551 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $87,408 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2013-12-31 | 382445537 |
| 2012 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $99,464 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $12,461 |
| Total income from all sources (including contributions) | 2012-12-31 | $27,589 |
| Total of all expenses incurred | 2012-12-31 | $369,786 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $279,077 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $15,969 |
| Value of total assets at end of year | 2012-12-31 | $3,737,253 |
| Value of total assets at beginning of year | 2012-12-31 | $3,992,447 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $90,709 |
| Total interest from all sources | 2012-12-31 | $11,620 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $40,464 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $17,748 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $14,692 |
| Administrative expenses (other) incurred | 2012-12-31 | $9,321 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $12,056 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $7,761 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-342,197 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,637,789 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,979,986 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,719,505 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,977,755 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,977,755 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $11,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $15,969 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $279,077 |
| Contract administrator fees | 2012-12-31 | $40,924 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $87,408 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $4,700 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2012-12-31 | 382445537 |
| 2011 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,461 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,674 |
| Total income from all sources (including contributions) | 2011-12-31 | $617,680 |
| Total of all expenses incurred | 2011-12-31 | $288,446 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $227,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $607,018 |
| Value of total assets at end of year | 2011-12-31 | $3,992,447 |
| Value of total assets at beginning of year | 2011-12-31 | $3,665,426 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $60,878 |
| Total interest from all sources | 2011-12-31 | $10,662 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $14,072 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $14,692 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $15,622 |
| Administrative expenses (other) incurred | 2011-12-31 | $8,987 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $7,761 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $7,221 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $329,234 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,979,986 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,650,752 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,977,755 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,649,804 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,649,804 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $10,662 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $607,018 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $227,568 |
| Contract administrator fees | 2011-12-31 | $37,819 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $4,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $7,453 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | VANDER PLOEG, BERGAKKER & ASSOCIATE |
| Accountancy firm EIN | 2011-12-31 | 382445537 |
| 2010 : TOWER AUTOMOTIVE NON-UNION RETIREES VEBA PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,674 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,727 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,210,728 |
| Total of all expenses incurred | 2010-12-31 | $300,163 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $255,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,200,000 |
| Value of total assets at end of year | 2010-12-31 | $3,665,426 |
| Value of total assets at beginning of year | 2010-12-31 | $2,754,914 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $45,157 |
| Total interest from all sources | 2010-12-31 | $10,728 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
| Administrative expenses professional fees incurred | 2010-12-31 | $11,199 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $15,622 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $15,882 |
| Administrative expenses (other) incurred | 2010-12-31 | $8,312 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $7,221 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $7,445 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $910,565 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,650,752 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,740,187 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,649,804 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,739,032 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,739,032 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $10,728 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $255,006 |
| Contract administrator fees | 2010-12-31 | $25,646 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $7,453 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $7,282 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | VANDERPLOEG, BERGAKKER & ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 382445537 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 04976411 |
| Policy instance | 3 |
| Insurance contract or identification number | 04976411 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $279 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $186 | | Insurance broker organization code? | 5 |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 23 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $14,694 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,796 | | Insurance broker organization code? | 5 |
|
| ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | 30000 |
| Policy instance | 1 |
| Insurance contract or identification number | 30000 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,286 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $37,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,239 | | Insurance broker organization code? | 5 |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 26 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15,523 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,349 | | Insurance broker organization code? | 5 |
|
| ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | 30000 |
| Policy instance | 1 |
| Insurance contract or identification number | 30000 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,851 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $37,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,732 | | Insurance broker organization code? | 5 |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 04976411 |
| Policy instance | 3 |
| Insurance contract or identification number | 04976411 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $279 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $186 | | Insurance broker organization code? | 5 |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 27 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $15,407 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,271 | | Insurance broker organization code? | 5 |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 04976411 |
| Policy instance | 3 |
| Insurance contract or identification number | 04976411 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $302 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,714 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $201 | | Insurance broker organization code? | 5 |
|
| ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | 30000 |
| Policy instance | 1 |
| Insurance contract or identification number | 30000 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,100 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $41,825 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,884 | | Insurance broker organization code? | 5 |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 31 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $18,292 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $103,655 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,195 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 04976411 |
| Policy instance | 3 |
| Insurance contract or identification number | 04976411 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $402 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,277 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $268 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | 30000 |
| Policy instance | 1 |
| Insurance contract or identification number | 30000 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,582 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $44,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,256 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $402 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,387 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $268 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 40 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $22,003 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $124,683 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,669 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | ENH4T09 |
| Policy instance | 1 |
| Insurance contract or identification number | ENH4T09 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $17,922 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $55,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,258 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $284 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,399 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $270 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 43 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $23,361 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $132,378 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,574 | | Insurance broker organization code? | 3 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | S 4802 |
| Policy instance | 1 |
| Insurance contract or identification number | S 4802 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $8,928 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $69,627 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,635 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 47 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $24,356 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $138,016 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,237 | | Insurance broker organization code? | 3 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | S 4802 |
| Policy instance | 1 |
| Insurance contract or identification number | S 4802 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $10,650 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $100,942 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,716 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $567 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $378 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $772 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $569 | | Insurance broker organization code? | 5 | | Insurance broker name | NEBCO |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 51 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $26,077 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $147,769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,385 | | Insurance broker organization code? | 3 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | S 4802 |
| Policy instance | 1 |
| Insurance contract or identification number | S 4802 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $12,873 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $112,751 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,502 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $827 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 58 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $27,465 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $155,631 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | S 4802 |
| Policy instance | 1 |
| Insurance contract or identification number | S 4802 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $13,680 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $127,741 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 ) |
| Policy contract number | S 4802 |
| Policy instance | 1 |
| Insurance contract or identification number | S 4802 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $13,757 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $135,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,553 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 ) |
| Policy contract number | MZ0100504H0002A |
| Policy instance | 2 |
| Insurance contract or identification number | MZ0100504H0002A | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $27,930 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $158,266 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,620 | | Insurance broker organization code? | 3 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
| Policy contract number | 1294015 |
| Policy instance | 3 |
| Insurance contract or identification number | 1294015 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,103 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $735 | | Insurance broker organization code? | 5 | | Insurance broker name | DIETRICH & ASSOCIATES, INC. |
|
