KEYSTONE SHIPPING CO has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2015: TENWAL RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 17 |
| Total of all active and inactive participants | 2015-01-01 | 78 |
| Total participants | 2015-01-01 | 78 |
| Number of participants with account balances | 2015-01-01 | 78 |
| 2014: TENWAL RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 62 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 79 |
| Total participants | 2014-01-01 | 79 |
| 2013: TENWAL RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 65 |
| 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 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 83 |
| Total participants | 2013-01-01 | 83 |
| Number of participants with account balances | 2013-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: TENWAL RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 69 |
| 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 | 20 |
| Total of all active and inactive participants | 2012-01-01 | 89 |
| Total participants | 2012-01-01 | 89 |
| Number of participants with account balances | 2012-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: TENWAL RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
| Total of all active and inactive participants | 2011-01-01 | 88 |
| Total participants | 2011-01-01 | 88 |
| Number of participants with account balances | 2011-01-01 | 85 |
| 2009: TENWAL RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 77 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 23 |
| Total of all active and inactive participants | 2009-01-01 | 100 |
| Total participants | 2009-01-01 | 100 |
| Number of participants with account balances | 2009-01-01 | 95 |
| Measure | Date | Value |
|---|
| 2015 : TENWAL RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,147,876 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $953,999 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $953,999 |
| Total plan assets at end of year | 2015-12-31 | $20,571,911 |
| Total plan assets at beginning of year | 2015-12-31 | $20,378,034 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $522,128 |
| Other income received | 2015-12-31 | $362,448 |
| Net income (gross income less expenses) | 2015-12-31 | $193,877 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $20,571,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $20,378,034 |
| Assets. Value of participant loans | 2015-12-31 | $163,574 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $263,300 |
| 2014 : TENWAL RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,900,789 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $806,826 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $806,826 |
| Total plan assets at end of year | 2014-12-31 | $20,378,034 |
| Total plan assets at beginning of year | 2014-12-31 | $19,284,071 |
| Value of fidelity bond covering the plan | 2014-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $511,167 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $91,715 |
| Other income received | 2014-12-31 | $1,028,602 |
| Net income (gross income less expenses) | 2014-12-31 | $1,093,963 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $20,378,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $19,284,071 |
| Assets. Value of participant loans | 2014-12-31 | $200,358 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $269,305 |
| 2013 : TENWAL RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $3,027,878 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,159,625 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,159,625 |
| Total plan assets at end of year | 2013-12-31 | $19,284,071 |
| Total plan assets at beginning of year | 2013-12-31 | $18,415,818 |
| Value of fidelity bond covering the plan | 2013-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $472,619 |
| Other income received | 2013-12-31 | $2,292,361 |
| Net income (gross income less expenses) | 2013-12-31 | $868,253 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $19,284,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,415,818 |
| Assets. Value of participant loans | 2013-12-31 | $126,115 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $262,898 |
| 2012 : TENWAL RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $2,342,875 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $808,503 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $808,503 |
| Total plan assets at end of year | 2012-12-31 | $18,415,818 |
| Total plan assets at beginning of year | 2012-12-31 | $16,881,446 |
| Value of fidelity bond covering the plan | 2012-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $458,334 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $334,317 |
| Other income received | 2012-12-31 | $1,287,995 |
| Net income (gross income less expenses) | 2012-12-31 | $1,534,372 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $18,415,818 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $16,881,446 |
| Assets. Value of participant loans | 2012-12-31 | $189,210 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $262,229 |
| 2011 : TENWAL RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,159,568 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,608,142 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,608,142 |
| Total plan assets at end of year | 2011-12-31 | $16,881,446 |
| Total plan assets at beginning of year | 2011-12-31 | $18,330,020 |
| Value of fidelity bond covering the plan | 2011-12-31 | $15,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $485,454 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $225,000 |
| Other income received | 2011-12-31 | $179,583 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,448,574 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $16,881,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,330,020 |
| Assets. Value of participant loans | 2011-12-31 | $205,244 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $269,531 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : TENWAL RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $2,034,473 |
| Total of all expenses incurred | 2010-12-31 | $1,297,219 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,297,219 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $801,507 |
| Value of total assets at end of year | 2010-12-31 | $18,330,020 |
| Value of total assets at beginning of year | 2010-12-31 | $17,592,766 |
| Total interest from all sources | 2010-12-31 | $369,435 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $509,725 |
| Participant contributions at end of year | 2010-12-31 | $262,187 |
| Participant contributions at beginning of year | 2010-12-31 | $372,192 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $737,254 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,330,020 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,592,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $6,855,981 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $7,015,283 |
| Interest on participant loans | 2010-12-31 | $27,706 |
| Interest earned on other investments | 2010-12-31 | $341,729 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $11,211,852 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $10,205,291 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $863,531 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $291,782 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,297,219 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | KREISCHER MILLER |
| Accountancy firm EIN | 2010-12-31 | 231980475 |
| 2015: TENWAL RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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: TENWAL RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 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: TENWAL RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 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: TENWAL RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 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: TENWAL RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 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: TENWAL RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 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 | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 78 | | 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 $2,039 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2039 | | Insurance broker organization code? | 3 | | Insurance broker name | THOMAS W MCKERNAN |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 79 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 83 | | 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 $2,134 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2134 | | Additional information about fees paid to insurance broker | SERVICE TO INSURER OR PLAN | | Insurance broker organization code? | 4 | | Insurance broker name | THOMAS W. MCKERNAN |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 84 | | 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 $1,939 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1939 | | Additional information about fees paid to insurance broker | SERVICES TO INSURER OR PLAN | | Insurance broker organization code? | 4 | | Insurance broker name | THOMAS W. MCKERNAN |
|
| PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 ) |
| Policy contract number | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 85 | | 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 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | 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 | 10265-001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10265-001 | | Number of Individuals Covered | 95 | | 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 $2,322 | | 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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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