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SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 401k Plan overview

Plan NameSCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH
Plan identification number 006

SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ESSITY NORTH AMERICA INC. has sponsored the creation of one or more 401k plans.

Company Name:ESSITY NORTH AMERICA INC.
Employer identification number (EIN):233061590
NAIC Classification:322100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062016-01-01TOM PEZICK TOM PEZICK2017-10-12
0062015-01-01TOM PEZICK TOM PEZICK2016-10-11
0062014-01-01TOM PEZICK TOM PEZICK2015-10-12
0062013-01-01TOM PEZICK TOM PEZICK2014-10-01
0062012-01-01TOM PEZICK TOM PEZICK2013-10-08
0062011-01-01TOM PEZICK
0062009-01-01THOMAS PEZICK THOMAS PEZICK2010-10-13

Plan Statistics for SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH

401k plan membership statisitcs for SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH

Measure Date Value
2016: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2016 401k membership
Total participants, beginning-of-year2016-01-01699
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2015 401k membership
Total participants, beginning-of-year2015-01-01676
Total number of active participants reported on line 7a of the Form 55002015-01-01617
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01699
Number of participants with account balances2015-01-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2014 401k membership
Total participants, beginning-of-year2014-01-01691
Total number of active participants reported on line 7a of the Form 55002014-01-01600
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0172
Total of all active and inactive participants2014-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01676
Number of participants with account balances2014-01-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2013 401k membership
Total participants, beginning-of-year2013-01-01730
Total number of active participants reported on line 7a of the Form 55002013-01-01612
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01691
Number of participants with account balances2013-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2012 401k membership
Total participants, beginning-of-year2012-01-01728
Total number of active participants reported on line 7a of the Form 55002012-01-01657
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01730
Number of participants with account balances2012-01-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2011 401k membership
Total participants, beginning-of-year2011-01-01741
Total number of active participants reported on line 7a of the Form 55002011-01-01651
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01728
Number of participants with account balances2011-01-01707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2009 401k membership
Total participants, beginning-of-year2009-01-01839
Total number of active participants reported on line 7a of the Form 55002009-01-01680
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01752
Number of participants with account balances2009-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH

Measure Date Value
2016 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$122,402,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,074,493
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,920,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,927,116
Expenses. Certain deemed distributions of participant loans2016-12-31$-97,129
Value of total corrective distributions2016-12-31$5,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,320,205
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$113,247,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,042
Total interest from all sources2016-12-31$53,648
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,790,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,790,974
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,362,287
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,359,096
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$98,302
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$185,768
Administrative expenses (other) incurred2016-12-31$84,042
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$9,154,481
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$113,247,814
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$97,620,564
Interest on participant loans2016-12-31$53,648
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$14,166,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,592,984
Net investment gain or loss from common/collective trusts2016-12-31$316,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$772,150
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,927,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
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 name2016-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2016-12-31830414789
2015 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$837
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,620,032
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,324,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,247,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,802,979
Value of total assets at end of year2015-12-31$113,247,814
Value of total assets at beginning of year2015-12-31$114,952,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,480
Total interest from all sources2015-12-31$52,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,758,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,758,749
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$4,138,443
Participant contributions at end of year2015-12-31$1,359,096
Participant contributions at beginning of year2015-12-31$1,296,516
Participant contributions at end of year2015-12-31$98,302
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,493
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$10
Administrative expenses (other) incurred2015-12-31$76,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,704,157
Value of net assets at end of year (total assets less liabilities)2015-12-31$113,247,814
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$114,952,808
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$97,620,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$79,152,411
Interest on participant loans2015-12-31$52,344
Value of interest in common/collective trusts at end of year2015-12-31$14,166,266
Value of interest in common/collective trusts at beginning of year2015-12-31$34,503,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,886,566
Net investment gain or loss from common/collective trusts2015-12-31$892,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$641,043
Employer contributions (assets) at end of year2015-12-31$3,586
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,247,699
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
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 name2015-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2015-12-31830414789
2014 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$1,108
Total transfer of assets from this plan2014-12-31$8,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$13,227,526
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,571,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,425,735
Expenses. Certain deemed distributions of participant loans2014-12-31$67,429
Value of total corrective distributions2014-12-31$4,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,535,480
Value of total assets at end of year2014-12-31$114,952,808
Value of total assets at beginning of year2014-12-31$108,303,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,815
Total interest from all sources2014-12-31$57,958
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,746,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,746,594
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$3,928,077
Participant contributions at end of year2014-12-31$1,296,516
Participant contributions at beginning of year2014-12-31$1,538,672
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$67,466
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,972
Administrative expenses (other) incurred2014-12-31$73,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,656,016
Value of net assets at end of year (total assets less liabilities)2014-12-31$114,952,808
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$108,303,856
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$79,152,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,233,582
Interest on participant loans2014-12-31$57,958
Value of interest in common/collective trusts at end of year2014-12-31$34,503,881
Value of interest in common/collective trusts at beginning of year2014-12-31$13,448,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,743,651
Net investment gain or loss from common/collective trusts2014-12-31$143,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$600,431
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,425,735
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
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 name2014-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31830414789
2013 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$70,556
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,195,587
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,600,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,538,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,461,640
Value of total assets at end of year2013-12-31$108,303,856
Value of total assets at beginning of year2013-12-31$91,779,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,818
Total interest from all sources2013-12-31$68,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,360,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,360,219
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,892,360
Participant contributions at end of year2013-12-31$1,538,672
Participant contributions at beginning of year2013-12-31$1,774,690
Participant contributions at end of year2013-12-31$67,466
Participant contributions at beginning of year2013-12-31$65,329
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$61,818
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$16,595,282
Value of net assets at end of year (total assets less liabilities)2013-12-31$108,303,856
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$91,779,130
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$93,233,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$74,562,131
Interest on participant loans2013-12-31$68,378
Value of interest in common/collective trusts at end of year2013-12-31$13,448,321
Value of interest in common/collective trusts at beginning of year2013-12-31$15,360,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$15,463,786
Net investment gain or loss from common/collective trusts2013-12-31$-158,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$569,280
Employer contributions (assets) at end of year2013-12-31$15,815
Employer contributions (assets) at beginning of year2013-12-31$16,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,538,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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
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 name2013-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2013-12-31830414789
2012 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,446,972
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,535,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,509,924
Expenses. Certain deemed distributions of participant loans2012-12-31$-35,000
Value of total corrective distributions2012-12-31$4,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,541,264
Value of total assets at end of year2012-12-31$91,779,130
Value of total assets at beginning of year2012-12-31$79,867,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,984
Total interest from all sources2012-12-31$79,760
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,740,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,740,465
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,944,818
Participant contributions at end of year2012-12-31$1,774,690
Participant contributions at beginning of year2012-12-31$1,795,837
Participant contributions at end of year2012-12-31$65,329
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$856
Administrative expenses (other) incurred2012-12-31$55,984
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$11,911,932
Value of net assets at end of year (total assets less liabilities)2012-12-31$91,779,130
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$79,867,198
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$74,562,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,370,224
Interest on participant loans2012-12-31$79,760
Value of interest in common/collective trusts at end of year2012-12-31$15,360,786
Value of interest in common/collective trusts at beginning of year2012-12-31$13,701,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,629,020
Net investment gain or loss from common/collective trusts2012-12-31$456,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$552,252
Employer contributions (assets) at end of year2012-12-31$16,194
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,509,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
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 name2012-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31830414789
2011 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$4,903,969
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,955,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,868,624
Expenses. Certain deemed distributions of participant loans2011-12-31$34,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,213,997
Value of total assets at end of year2011-12-31$79,867,198
Value of total assets at beginning of year2011-12-31$76,918,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$52,406
Total interest from all sources2011-12-31$79,196
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,476,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,476,832
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,736,423
Participant contributions at end of year2011-12-31$1,795,837
Participant contributions at beginning of year2011-12-31$1,642,509
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$61,797
Administrative expenses (other) incurred2011-12-31$52,406
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$2,948,791
Value of net assets at end of year (total assets less liabilities)2011-12-31$79,867,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$76,918,407
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,370,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$64,922,635
Interest on participant loans2011-12-31$79,196
Value of interest in common/collective trusts at end of year2011-12-31$13,701,137
Value of interest in common/collective trusts at beginning of year2011-12-31$10,290,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,420,813
Net investment gain or loss from common/collective trusts2011-12-31$554,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$477,574
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,868,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
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 name2011-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31830414789
2010 : SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$12,722,995
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,564,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,508,296
Expenses. Certain deemed distributions of participant loans2010-12-31$6,151
Value of total corrective distributions2010-12-31$3,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,072,603
Value of total assets at end of year2010-12-31$76,918,407
Value of total assets at beginning of year2010-12-31$66,759,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$46,145
Total interest from all sources2010-12-31$81,040
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,211,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,211,654
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,646,234
Participant contributions at end of year2010-12-31$1,642,509
Participant contributions at beginning of year2010-12-31$1,369,156
Participant contributions at end of year2010-12-31$61,797
Participant contributions at beginning of year2010-12-31$57,040
Administrative expenses (other) incurred2010-12-31$46,145
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$10,158,656
Value of net assets at end of year (total assets less liabilities)2010-12-31$76,918,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$66,759,751
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$64,922,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,478,492
Interest on participant loans2010-12-31$81,040
Value of interest in common/collective trusts at end of year2010-12-31$10,290,839
Value of interest in common/collective trusts at beginning of year2010-12-31$8,854,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,680,777
Net investment gain or loss from common/collective trusts2010-12-31$676,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$426,369
Employer contributions (assets) at end of year2010-12-31$627
Employer contributions (assets) at beginning of year2010-12-31$327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,508,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
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 name2010-12-31TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31830414789

Form 5500 Responses for SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH

2016: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCA TISSUE HOURLY 401(K) PLAN FOR COLLECTIVELY- BARGAINED EMPLOYEES AT MENASHA AND NEENAH 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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