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PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 401k Plan overview

Plan NamePROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION
Plan identification number 509

PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

CARPENTER TECHNOLOGY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CARPENTER TECHNOLOGY CORPORATION
Employer identification number (EIN):230458500
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092022-01-01
5092021-01-01
5092020-01-01
5092019-01-01
5092017-01-01ERIN STEINER ERIN STEINER2018-10-12
5092016-01-01ERIN STEINER ERIN STEINER2017-10-16
5092015-01-01ERIN STEINER2016-10-14 ERIN STEINER2016-10-14
5092014-01-01MICHAEL HAJOST MICHAEL HAJOST2015-10-09
5092013-01-01MICHAEL HAJOST MICHAEL HAJOST2014-10-13
5092012-01-01MICHAEL HAJOST MICHAEL HAJOST2013-10-14
5092011-01-01TOM CRAMSEY
5092009-01-01TOM CRAMSEY
5092009-01-01TOM CRAMSEY

Plan Statistics for PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION

401k plan membership statisitcs for PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION

Measure Date Value
2022: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2022 401k membership
Total participants, beginning-of-year2022-01-012,956
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-012,900
Total of all active and inactive participants2022-01-012,900
Total participants2022-01-012,900
2021: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2021 401k membership
Total participants, beginning-of-year2021-01-012,281
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-012,956
Total of all active and inactive participants2021-01-012,956
Total participants2021-01-012,956
2020: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2020 401k membership
Total participants, beginning-of-year2020-01-011,854
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-012,281
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,281
Total participants2020-01-012,281
2019: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2019 401k membership
Total participants, beginning-of-year2019-01-013,404
Total number of active participants reported on line 7a of the Form 55002019-01-011,854
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,854
Total participants2019-01-011,854
2017: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2017 401k membership
Total participants, beginning-of-year2017-01-011,621
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-011,646
Total of all active and inactive participants2017-01-011,646
Total participants2017-01-011,646
2016: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-01-011,125
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-011,621
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,621
2015: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-01-012,409
Number of retired or separated participants receiving benefits2015-01-012,371
Total of all active and inactive participants2015-01-012,371
Total participants2015-01-012,371
2014: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-01-012,590
Number of retired or separated participants receiving benefits2014-01-011,685
Number of other retired or separated participants entitled to future benefits2014-01-01724
Total of all active and inactive participants2014-01-012,409
Total participants2014-01-012,409
2013: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-01-012,685
Number of retired or separated participants receiving benefits2013-01-011,880
Number of other retired or separated participants entitled to future benefits2013-01-01710
Total of all active and inactive participants2013-01-012,590
Total participants2013-01-012,590
2012: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-01-011,813
Number of retired or separated participants receiving benefits2012-01-011,932
Number of other retired or separated participants entitled to future benefits2012-01-01753
Total of all active and inactive participants2012-01-012,685
Total participants2012-01-012,685
2011: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-01-012,150
Number of retired or separated participants receiving benefits2011-01-011,316
Number of other retired or separated participants entitled to future benefits2011-01-01497
Total of all active and inactive participants2011-01-011,813
Total participants2011-01-011,813
2009: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-01-012,142
Total number of active participants reported on line 7a of the Form 55002009-01-012,154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,154
Total participants2009-01-012,150

Financial Data on PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION

Measure Date Value
2022 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,560,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$901,000
Total income from all sources (including contributions)2022-12-31$-19,206,000
Total loss/gain on sale of assets2022-12-31$4,088,000
Total of all expenses incurred2022-12-31$13,682,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,729,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$496,000
Value of total assets at end of year2022-12-31$112,225,000
Value of total assets at beginning of year2022-12-31$144,454,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,953,000
Total interest from all sources2022-12-31$243,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,783,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$2,258,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$50,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,350,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$56,000
Other income not declared elsewhere2022-12-31$2,429,000
Administrative expenses (other) incurred2022-12-31$1,508,000
Liabilities. Value of operating payables at end of year2022-12-31$40,000
Liabilities. Value of operating payables at beginning of year2022-12-31$43,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,888,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,665,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$143,553,000
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$187,000
Value of interest in pooled separate accounts at end of year2022-12-31$97,616,000
Value of interest in pooled separate accounts at beginning of year2022-12-31$126,010,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,559,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$18,444,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$18,444,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$243,000
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$407,000
Net investment gain/loss from pooled separate accounts2022-12-31$-28,245,000
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$496,000
Income. Dividends from common stock2022-12-31$1,783,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,322,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$170,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$802,000
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$6,143,000
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,055,000
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$901,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$234,000
Total income from all sources (including contributions)2021-12-31$30,781,000
Total loss/gain on sale of assets2021-12-31$3,427,000
Total of all expenses incurred2021-12-31$13,519,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,410,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$503,000
Value of total assets at end of year2021-12-31$144,454,000
Value of total assets at beginning of year2021-12-31$126,525,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,109,000
Total interest from all sources2021-12-31$6,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,503,000
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$2,208,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$159,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$56,000
Other income not declared elsewhere2021-12-31$1,693,000
Administrative expenses (other) incurred2021-12-31$636,000
Liabilities. Value of operating payables at end of year2021-12-31$43,000
Liabilities. Value of operating payables at beginning of year2021-12-31$22,000
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$17,262,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$143,553,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$126,291,000
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
Value of interest in pooled separate accounts at end of year2021-12-31$126,010,000
Value of interest in pooled separate accounts at beginning of year2021-12-31$102,494,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$18,444,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,872,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,872,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,000
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$413,000
Net investment gain/loss from pooled separate accounts2021-12-31$23,649,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$503,000
Income. Dividends from common stock2021-12-31$1,503,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,997,000
Contract administrator fees2021-12-31$265,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$802,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$212,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2021-12-31$15,005,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,578,000
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-153,000
Total unrealized appreciation/depreciation of assets2020-12-31$-153,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$234,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$870,000
Total income from all sources (including contributions)2020-12-31$18,124,000
Total loss/gain on sale of assets2020-12-31$2,988,000
Total of all expenses incurred2020-12-31$12,359,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,271,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$548,000
Value of total assets at end of year2020-12-31$126,525,000
Value of total assets at beginning of year2020-12-31$121,396,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,088,000
Total interest from all sources2020-12-31$145,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,672,000
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$1,980,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$159,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$69,000
Other income not declared elsewhere2020-12-31$1,508,000
Administrative expenses (other) incurred2020-12-31$1,025,000
Liabilities. Value of operating payables at end of year2020-12-31$22,000
Liabilities. Value of operating payables at beginning of year2020-12-31$346,000
Total non interest bearing cash at beginning of year2020-12-31$1,000
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$5,765,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$126,291,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$120,526,000
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$83,000
Value of interest in pooled separate accounts at end of year2020-12-31$102,494,000
Value of interest in pooled separate accounts at beginning of year2020-12-31$91,450,000
Income. Interest from US Government securities2020-12-31$24,000
Income. Interest from corporate debt instruments2020-12-31$25,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,872,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$24,954,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$24,954,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$96,000
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$419,000
Asset value of US Government securities at beginning of year2020-12-31$3,486,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,416,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$548,000
Income. Dividends from common stock2020-12-31$1,672,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,852,000
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,436,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$212,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$524,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2020-12-31$17,041,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$14,053,000
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$678,000
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$678,000
Total unrealized appreciation/depreciation of assets2019-12-31$678,000
Total unrealized appreciation/depreciation of assets2019-12-31$678,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$870,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$870,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,377,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,377,000
Total income from all sources (including contributions)2019-12-31$26,606,000
Total income from all sources (including contributions)2019-12-31$26,606,000
Total loss/gain on sale of assets2019-12-31$2,751,000
Total loss/gain on sale of assets2019-12-31$2,751,000
Total of all expenses incurred2019-12-31$13,397,000
Total of all expenses incurred2019-12-31$13,397,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,699,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,699,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$558,000
Value of total assets at end of year2019-12-31$121,396,000
Value of total assets at end of year2019-12-31$121,396,000
Value of total assets at beginning of year2019-12-31$114,694,000
Value of total assets at beginning of year2019-12-31$114,694,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,698,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,698,000
Total interest from all sources2019-12-31$867,000
Total interest from all sources2019-12-31$867,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,748,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,748,000
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
Administrative expenses professional fees incurred2019-12-31$2,372,000
Administrative expenses professional fees incurred2019-12-31$2,372,000
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,000
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$69,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$69,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$159,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$159,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,850,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,850,000
Other income not declared elsewhere2019-12-31$1,908,000
Other income not declared elsewhere2019-12-31$1,908,000
Administrative expenses (other) incurred2019-12-31$1,235,000
Administrative expenses (other) incurred2019-12-31$1,235,000
Liabilities. Value of operating payables at end of year2019-12-31$346,000
Liabilities. Value of operating payables at end of year2019-12-31$346,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,232,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,232,000
Total non interest bearing cash at end of year2019-12-31$1,000
Total non interest bearing cash at end of year2019-12-31$1,000
Total non interest bearing cash at beginning of year2019-12-31$3,000
Total non interest bearing cash at beginning of year2019-12-31$3,000
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
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$13,209,000
Value of net income/loss2019-12-31$13,209,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,526,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,317,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$107,317,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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$91,000
Investment advisory and management fees2019-12-31$91,000
Value of interest in pooled separate accounts at end of year2019-12-31$91,450,000
Value of interest in pooled separate accounts at end of year2019-12-31$91,450,000
Value of interest in pooled separate accounts at beginning of year2019-12-31$73,390,000
Value of interest in pooled separate accounts at beginning of year2019-12-31$73,390,000
Income. Interest from US Government securities2019-12-31$189,000
Income. Interest from US Government securities2019-12-31$189,000
Income. Interest from corporate debt instruments2019-12-31$139,000
Income. Interest from corporate debt instruments2019-12-31$139,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,954,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$24,954,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,853,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,853,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,853,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,853,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$539,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$431,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$431,000
Asset value of US Government securities at end of year2019-12-31$3,486,000
Asset value of US Government securities at end of year2019-12-31$3,486,000
Asset value of US Government securities at beginning of year2019-12-31$12,234,000
Asset value of US Government securities at beginning of year2019-12-31$12,234,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,096,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,096,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$558,000
Income. Dividends from common stock2019-12-31$1,748,000
Income. Dividends from common stock2019-12-31$1,748,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,268,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,268,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,436,000
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,436,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,041,000
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$4,041,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$524,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$524,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$295,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$295,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Aggregate proceeds on sale of assets2019-12-31$68,051,000
Aggregate proceeds on sale of assets2019-12-31$68,051,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$65,300,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$65,300,000
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2017 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$287,000
Total unrealized appreciation/depreciation of assets2017-12-31$287,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,304,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,374,000
Total income from all sources (including contributions)2017-12-31$14,707,000
Total loss/gain on sale of assets2017-12-31$1,687,000
Total of all expenses incurred2017-12-31$9,183,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,814,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$565,000
Value of total assets at end of year2017-12-31$109,869,000
Value of total assets at beginning of year2017-12-31$106,415,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,369,000
Total interest from all sources2017-12-31$775,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,307,000
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$1,282,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,000
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$206,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$208,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,054,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$7,663,000
Other income not declared elsewhere2017-12-31$775,000
Liabilities. Value of operating payables at end of year2017-12-31$39,000
Liabilities. Value of operating payables at beginning of year2017-12-31$15,000
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$5,524,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$103,565,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$98,041,000
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$87,000
Value of interest in pooled separate accounts at end of year2017-12-31$68,460,000
Value of interest in pooled separate accounts at beginning of year2017-12-31$57,568,000
Income. Interest from US Government securities2017-12-31$314,000
Income. Interest from corporate debt instruments2017-12-31$311,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$19,381,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$19,790,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$19,790,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$150,000
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$483,000
Asset value of US Government securities at end of year2017-12-31$15,646,000
Asset value of US Government securities at beginning of year2017-12-31$20,006,000
Net investment gain/loss from pooled separate accounts2017-12-31$9,311,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$565,000
Income. Dividends from common stock2017-12-31$1,307,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,331,000
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$6,162,000
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$8,828,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$211,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$696,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2017-12-31$1,769,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$82,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-47,000
Total unrealized appreciation/depreciation of assets2016-12-31$-47,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,374,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,798,000
Total income from all sources (including contributions)2016-12-31$11,580,000
Total loss/gain on sale of assets2016-12-31$-49,000
Total of all expenses incurred2016-12-31$8,067,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,889,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,712,000
Value of total assets at end of year2016-12-31$106,415,000
Value of total assets at beginning of year2016-12-31$102,326,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,178,000
Total interest from all sources2016-12-31$842,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,059,000
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$1,088,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$15,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,119,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$208,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$195,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$7,663,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,560,000
Other income not declared elsewhere2016-12-31$837,000
Liabilities. Value of operating payables at end of year2016-12-31$15,000
Liabilities. Value of operating payables at beginning of year2016-12-31$77,000
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$3,513,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$98,041,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$94,528,000
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$90,000
Value of interest in pooled separate accounts at end of year2016-12-31$57,568,000
Value of interest in pooled separate accounts at beginning of year2016-12-31$53,034,000
Income. Interest from US Government securities2016-12-31$229,000
Income. Interest from corporate debt instruments2016-12-31$558,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$19,790,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,557,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,557,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55,000
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$511,000
Asset value of US Government securities at end of year2016-12-31$20,006,000
Asset value of US Government securities at beginning of year2016-12-31$13,714,000
Net investment gain/loss from pooled separate accounts2016-12-31$5,226,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$3,712,000
Income. Dividends from common stock2016-12-31$1,059,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,378,000
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$8,828,000
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,707,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$696,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$161,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2016-12-31$114,627,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$114,676,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-673,000
Total unrealized appreciation/depreciation of assets2015-12-31$-673,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,145,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,539,000
Total income from all sources (including contributions)2015-12-31$13,241,000
Total loss/gain on sale of assets2015-12-31$869,000
Total of all expenses incurred2015-12-31$12,186,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,166,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,163,000
Value of total assets at end of year2015-12-31$120,383,000
Value of total assets at beginning of year2015-12-31$118,722,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,020,000
Total interest from all sources2015-12-31$953,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,119,000
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$1,916,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,389,000
Assets. Other investments not covered elsewhere at end of year2015-12-31$10,728,000
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$10,346,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$229,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$250,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$8,984,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,876,000
Other income not declared elsewhere2015-12-31$1,061,000
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$1,055,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,238,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$110,183,000
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$104,000
Value of interest in pooled separate accounts at end of year2015-12-31$62,393,000
Value of interest in pooled separate accounts at beginning of year2015-12-31$63,849,000
Income. Interest from US Government securities2015-12-31$466,000
Income. Interest from corporate debt instruments2015-12-31$485,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$21,832,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,841,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,841,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,000
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$513,000
Asset value of US Government securities at end of year2015-12-31$16,134,000
Asset value of US Government securities at beginning of year2015-12-31$15,388,000
Net investment gain or loss from common/collective trusts2015-12-31$-1,251,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$8,774,000
Income. Dividends from common stock2015-12-31$1,119,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,653,000
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$9,067,000
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$10,048,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$161,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$663,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2015-12-31$122,164,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$121,295,000
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$887,000
Total unrealized appreciation/depreciation of assets2014-12-31$887,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,539,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,867,000
Total income from all sources (including contributions)2014-12-31$26,004,000
Total loss/gain on sale of assets2014-12-31$1,125,000
Total of all expenses incurred2014-12-31$16,658,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,343,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,005,000
Value of total assets at end of year2014-12-31$118,722,000
Value of total assets at beginning of year2014-12-31$102,704,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,315,000
Total interest from all sources2014-12-31$951,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,234,000
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$2,212,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,741,000
Assets. Other investments not covered elsewhere at end of year2014-12-31$10,346,000
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,652,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$250,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$953,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,876,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,286,000
Other income not declared elsewhere2014-12-31$1,333,000
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$9,346,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$110,183,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$100,837,000
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$103,000
Value of interest in pooled separate accounts at end of year2014-12-31$63,849,000
Value of interest in pooled separate accounts at beginning of year2014-12-31$58,646,000
Income. Interest from US Government securities2014-12-31$414,000
Income. Interest from corporate debt instruments2014-12-31$536,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,841,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,043,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,043,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,000
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$558,000
Asset value of US Government securities at end of year2014-12-31$15,388,000
Asset value of US Government securities at beginning of year2014-12-31$16,881,000
Net investment gain or loss from common/collective trusts2014-12-31$5,469,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$11,264,000
Income. Dividends from common stock2014-12-31$1,234,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,785,000
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$10,048,000
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$7,529,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$663,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$581,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2014-12-31$127,391,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$126,266,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,411,000
Total unrealized appreciation/depreciation of assets2013-12-31$-1,411,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,867,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,982,000
Total income from all sources (including contributions)2013-12-31$30,309,000
Total loss/gain on sale of assets2013-12-31$338,000
Total of all expenses incurred2013-12-31$16,856,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,180,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,256,000
Value of total assets at end of year2013-12-31$102,704,000
Value of total assets at beginning of year2013-12-31$98,366,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,676,000
Total interest from all sources2013-12-31$916,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,092,000
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$1,587,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,918,000
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,652,000
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$11,476,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$953,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,650,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,286,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,325,000
Other income not declared elsewhere2013-12-31$1,331,000
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$13,453,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$100,837,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$87,384,000
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$89,000
Value of interest in pooled separate accounts at end of year2013-12-31$58,646,000
Value of interest in pooled separate accounts at beginning of year2013-12-31$46,558,000
Income. Interest from US Government securities2013-12-31$916,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,043,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12,693,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12,693,000
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$644,000
Asset value of US Government securities at end of year2013-12-31$16,881,000
Asset value of US Government securities at beginning of year2013-12-31$16,178,000
Net investment gain or loss from common/collective trusts2013-12-31$12,787,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$11,338,000
Income. Dividends from common stock2013-12-31$1,092,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,536,000
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$7,529,000
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,811,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$581,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$657,000
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2013-12-31$152,359,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$152,021,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-196,000
Total unrealized appreciation/depreciation of assets2012-12-31$-196,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,982,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,951,000
Total income from all sources (including contributions)2012-12-31$23,722,000
Total loss/gain on sale of assets2012-12-31$483,000
Total of all expenses incurred2012-12-31$15,469,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,561,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,472,000
Value of total assets at end of year2012-12-31$98,366,000
Value of total assets at beginning of year2012-12-31$101,082,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$908,000
Total interest from all sources2012-12-31$959,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,034,000
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$812,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,877,000
Assets. Other investments not covered elsewhere at end of year2012-12-31$11,476,000
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$15,961,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,650,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,177,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,325,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,382,000
Other income not declared elsewhere2012-12-31$1,410,000
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$8,253,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$87,384,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,131,000
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$96,000
Value of interest in pooled separate accounts at end of year2012-12-31$46,558,000
Value of interest in pooled separate accounts at beginning of year2012-12-31$41,649,000
Interest earned on other investments2012-12-31$29,000
Income. Interest from US Government securities2012-12-31$534,000
Income. Interest from corporate debt instruments2012-12-31$396,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12,693,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,826,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,826,000
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$668,000
Asset value of US Government securities at end of year2012-12-31$16,178,000
Asset value of US Government securities at beginning of year2012-12-31$15,565,000
Net investment gain or loss from common/collective trusts2012-12-31$5,560,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$10,595,000
Income. Dividends from common stock2012-12-31$1,034,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,893,000
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,811,000
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$6,904,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$657,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$569,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2012-12-31$146,260,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$145,777,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD, LLC
Accountancy firm EIN2012-12-31232932984
2011 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,831,000
Total unrealized appreciation/depreciation of assets2011-12-31$-2,831,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,951,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$900,000
Total income from all sources (including contributions)2011-12-31$18,481,000
Total loss/gain on sale of assets2011-12-31$5,204,000
Total of all expenses incurred2011-12-31$16,030,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,335,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,635,000
Value of total assets at end of year2011-12-31$101,082,000
Value of total assets at beginning of year2011-12-31$77,580,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,695,000
Total interest from all sources2011-12-31$550,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$949,000
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$1,566,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,948,000
Assets. Other investments not covered elsewhere at end of year2011-12-31$15,961,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,177,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$81,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,382,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$31,000
Other income not declared elsewhere2011-12-31$72,000
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$2,451,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,131,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$76,680,000
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$129,000
Value of interest in pooled separate accounts at end of year2011-12-31$41,649,000
Value of interest in pooled separate accounts at beginning of year2011-12-31$42,284,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,826,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,534,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,534,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$550,000
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$598,000
Asset value of US Government securities at end of year2011-12-31$15,565,000
Net investment gain/loss from pooled separate accounts2011-12-31$-98,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$10,687,000
Employer contributions (assets) at beginning of year2011-12-31$27,000
Income. Dividends from common stock2011-12-31$949,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$13,737,000
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$6,904,000
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$30,654,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$569,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$869,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2011-12-31$198,118,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$192,914,000
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 name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$900,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$935,000
Total income from all sources (including contributions)2010-12-31$25,483,000
Total loss/gain on sale of assets2010-12-31$2,288,000
Total of all expenses incurred2010-12-31$17,285,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,305,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,337,000
Value of total assets at end of year2010-12-31$77,580,000
Value of total assets at beginning of year2010-12-31$69,417,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,980,000
Total interest from all sources2010-12-31$3,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,355,000
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$1,816,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,731,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$81,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$26,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$31,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$51,000
Other income not declared elsewhere2010-12-31$845,000
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$8,198,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$76,680,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,482,000
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$164,000
Value of interest in pooled separate accounts at end of year2010-12-31$42,284,000
Value of interest in pooled separate accounts at beginning of year2010-12-31$38,933,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,534,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,522,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,522,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,000
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$693,000
Net investment gain/loss from pooled separate accounts2010-12-31$5,655,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$11,606,000
Employer contributions (assets) at end of year2010-12-31$27,000
Employer contributions (assets) at beginning of year2010-12-31$69,000
Income. Dividends from common stock2010-12-31$1,355,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,612,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$30,654,000
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$27,867,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$869,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$884,000
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Aggregate proceeds on sale of assets2010-12-31$37,391,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$35,103,000
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 name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION

2022: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PROGRAM OF HOSPITAL & PHYSICIANS SERVICES BENEFITS - PENSIONERS OF CARPENTER TECHNOLOGY CORPORATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218422
Policy instance 2
Insurance contract or identification number0218422
Number of Individuals Covered2257
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $15,091
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $407,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15091
Additional information about fees paid to insurance brokerLIFE AND AD&D
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218422
Policy instance 2
Insurance contract or identification number0218422
Number of Individuals Covered3432
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $12,952
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $413,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12952
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION; NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218422
Policy instance 2
Insurance contract or identification number0218422
Number of Individuals Covered2027
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $419,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,442
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0218422
Policy instance 2
Insurance contract or identification number0218422
Number of Individuals Covered2300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,000
Total amount of fees paid to insurance companyUSD $7,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $431,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,000
Amount paid for insurance broker fees7000
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberSA3-83051019701
Policy instance 2
Insurance contract or identification numberSA3-83051019701
Number of Individuals Covered2302
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $86,460
Total amount of fees paid to insurance companyUSD $20,152
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $483,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86,460
Amount paid for insurance broker fees20152
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Insurance broker nameCHARON PLANNING CORPRATION

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