HALE PRODUCTS, INC. A UNIT OF IDEX CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN
401k plan membership statisitcs for UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2018: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Number of participants with account balances | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 6 |
| Number of participants with account balances | 2015-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 19 |
| Total of all active and inactive participants | 2012-01-01 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 30 |
| Number of participants with account balances | 2012-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 38 |
| Number of participants with account balances | 2011-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 41 |
| Number of participants with account balances | 2009-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-01-09 | $5,332 |
| Expenses. Total of all expenses incurred | 2018-01-09 | $214,796 |
| Benefits paid (including direct rollovers) | 2018-01-09 | $214,696 |
| Total plan assets at end of year | 2018-01-09 | $0 |
| Total plan assets at beginning of year | 2018-01-09 | $209,464 |
| Value of fidelity bond covering the plan | 2018-01-09 | $20,000,000 |
| Other income received | 2018-01-09 | $5,332 |
| Net income (gross income less expenses) | 2018-01-09 | $-209,464 |
| Net plan assets at end of year (total assets less liabilities) | 2018-01-09 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-01-09 | $209,464 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-01-09 | $100 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-01-09 | $0 |
| 2017 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $39,760 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $76,008 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $75,763 |
| Total plan assets at end of year | 2017-12-31 | $209,464 |
| Total plan assets at beginning of year | 2017-12-31 | $245,712 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000,000 |
| Other income received | 2017-12-31 | $39,760 |
| Net income (gross income less expenses) | 2017-12-31 | $-36,248 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $209,464 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $245,712 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $5,046 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,000 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,970 |
| Total plan assets at end of year | 2016-12-31 | $245,712 |
| Total plan assets at beginning of year | 2016-12-31 | $244,666 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000,000 |
| Other income received | 2016-12-31 | $5,046 |
| Net income (gross income less expenses) | 2016-12-31 | $1,046 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $245,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $244,666 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $30 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,100 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $36,879 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $35,821 |
| Total plan assets at end of year | 2015-12-31 | $244,666 |
| Total plan assets at beginning of year | 2015-12-31 | $277,445 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000,000 |
| Other income received | 2015-12-31 | $3,132 |
| Net income (gross income less expenses) | 2015-12-31 | $-32,779 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $244,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $277,445 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $968 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,058 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $13,290 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $137,970 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $137,657 |
| Total plan assets at end of year | 2014-12-31 | $277,445 |
| Total plan assets at beginning of year | 2014-12-31 | $402,125 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000,000 |
| Other income received | 2014-12-31 | $13,290 |
| Net income (gross income less expenses) | 2014-12-31 | $-124,680 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $277,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $402,125 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $313 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $138,090 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,324,848 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,323,718 |
| Total plan assets at end of year | 2013-12-31 | $402,125 |
| Total plan assets at beginning of year | 2013-12-31 | $2,588,883 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $1,832 |
| Other income received | 2013-12-31 | $135,946 |
| Net income (gross income less expenses) | 2013-12-31 | $-2,186,758 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $402,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,588,883 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $312 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,130 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $316,031 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $295,845 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $293,233 |
| Total plan assets at end of year | 2012-12-31 | $2,588,883 |
| Total plan assets at beginning of year | 2012-12-31 | $2,568,697 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $94,558 |
| Other income received | 2012-12-31 | $213,384 |
| Net income (gross income less expenses) | 2012-12-31 | $20,186 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,588,883 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,568,697 |
| Assets. Value of participant loans | 2012-12-31 | $86,496 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $8,089 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $2,193 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $419 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $122,555 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $216,720 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $205,923 |
| Total plan assets at end of year | 2011-12-31 | $2,568,697 |
| Total plan assets at beginning of year | 2011-12-31 | $2,662,862 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $107,121 |
| Other income received | 2011-12-31 | $5,322 |
| Net income (gross income less expenses) | 2011-12-31 | $-94,165 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,568,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,662,862 |
| Assets. Value of participant loans | 2011-12-31 | $103,606 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,112 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $10,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $366,071 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $258,806 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $258,435 |
| Total plan assets at end of year | 2010-12-31 | $2,662,862 |
| Total plan assets at beginning of year | 2010-12-31 | $2,555,597 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $112,085 |
| Other income received | 2010-12-31 | $243,151 |
| Net income (gross income less expenses) | 2010-12-31 | $107,265 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,662,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,555,597 |
| Assets. Value of participant loans | 2010-12-31 | $76,942 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,835 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $371 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | Yes |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNITED STEELWORKERS OF AMERICA SAVINGS PROGRAM - HALE FIRE PUMP CO. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 038444 |
| Policy instance | 1 |
| Insurance contract or identification number | 038444 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-01-09 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 038444 |
| Policy instance | 1 |
| Insurance contract or identification number | 038444 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 38444-071 |
| Policy instance | 1 |
| Insurance contract or identification number | 38444-071 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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