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LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 401k Plan overview

Plan NameLORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN
Plan identification number 005

LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:LORD CORPORATION
Employer identification number (EIN):250626921
NAIC Classification:325500

Additional information about LORD CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0545115

More information about LORD CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01DOUGLAS STEIN
0052016-01-01DOUGLAS STEIN
0052015-01-01SHAWN HYLTON
0052014-01-01SHAWN HYLTON
0052013-01-01SHAWN HYLTON
0052012-01-01SHAWN HYLTON
0052011-01-01SHAWN HYLTON
0052009-01-01SHAWN HYLTON

Plan Statistics for LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN

401k plan membership statisitcs for LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN

Measure Date Value
2021: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,281
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,350
Total number of active participants reported on line 7a of the Form 55002020-01-01918
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01276
Total of all active and inactive participants2020-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0187
Total participants2020-01-011,281
Number of participants with account balances2020-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,379
Total number of active participants reported on line 7a of the Form 55002019-01-01817
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01503
Total of all active and inactive participants2019-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-011,331
Number of participants with account balances2019-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,442
Total number of active participants reported on line 7a of the Form 55002018-01-01789
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01574
Total of all active and inactive participants2018-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-011,397
Number of participants with account balances2018-01-011,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,355
Total number of active participants reported on line 7a of the Form 55002017-01-01879
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01536
Total of all active and inactive participants2017-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,442
Number of participants with account balances2017-01-011,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,344
Total number of active participants reported on line 7a of the Form 55002016-01-01857
Number of retired or separated participants receiving benefits2016-01-01101
Number of other retired or separated participants entitled to future benefits2016-01-01395
Total of all active and inactive participants2016-01-011,353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0113
Total participants2016-01-011,366
Number of participants with account balances2016-01-011,355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,312
Total number of active participants reported on line 7a of the Form 55002015-01-01944
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01378
Total of all active and inactive participants2015-01-011,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,344
Number of participants with account balances2015-01-011,337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0157
2014: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,233
Total number of active participants reported on line 7a of the Form 55002014-01-01997
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-01294
Total of all active and inactive participants2014-01-011,312
Total participants2014-01-011,312
Number of participants with account balances2014-01-011,308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,181
Total number of active participants reported on line 7a of the Form 55002013-01-01909
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-01304
Total of all active and inactive participants2013-01-011,233
Total participants2013-01-011,233
Number of participants with account balances2013-01-011,229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,113
Total number of active participants reported on line 7a of the Form 55002012-01-01887
Number of retired or separated participants receiving benefits2012-01-0123
Number of other retired or separated participants entitled to future benefits2012-01-01271
Total of all active and inactive participants2012-01-011,181
Total participants2012-01-011,181
Number of participants with account balances2012-01-011,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,107
Total number of active participants reported on line 7a of the Form 55002011-01-01795
Number of retired or separated participants receiving benefits2011-01-0128
Number of other retired or separated participants entitled to future benefits2011-01-01290
Total of all active and inactive participants2011-01-011,113
Total participants2011-01-011,113
Number of participants with account balances2011-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,118
Total number of active participants reported on line 7a of the Form 55002009-01-01745
Number of retired or separated participants receiving benefits2009-01-0126
Number of other retired or separated participants entitled to future benefits2009-01-01305
Total of all active and inactive participants2009-01-011,076
Total participants2009-01-011,076
Number of participants with account balances2009-01-011,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN

Measure Date Value
2021 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-01$0
Total transfer of assets from this plan2021-02-01$507,123,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-01$96,539
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-01$0
Total income from all sources (including contributions)2021-02-01$4,891,036
Total loss/gain on sale of assets2021-02-01$0
Total of all expenses incurred2021-02-01$7,552,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-01$7,609,509
Expenses. Certain deemed distributions of participant loans2021-02-01$-58,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-01$-32,950
Value of total assets at end of year2021-02-01$96,539
Value of total assets at beginning of year2021-02-01$509,785,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-01$1,185
Total interest from all sources2021-02-01$12,119
Total dividends received (eg from common stock, registered investment company shares)2021-02-01$94,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-02-01$0
Total dividends received from registered investment company shares (eg mutual funds)2021-02-01$94,646
Administrative expenses professional fees incurred2021-02-01$1,185
Was this plan covered by a fidelity bond2021-02-01Yes
Value of fidelity bond cover2021-02-01$15,000,000
If this is an individual account plan, was there a blackout period2021-02-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-01$0
Were there any nonexempt tranactions with any party-in-interest2021-02-01No
Contributions received from participants2021-02-01$-360
Participant contributions at end of year2021-02-01$0
Participant contributions at beginning of year2021-02-01$1,730,012
Participant contributions at end of year2021-02-01$1,966
Participant contributions at beginning of year2021-02-01$263,404
Assets. Other investments not covered elsewhere at end of year2021-02-01$0
Assets. Other investments not covered elsewhere at beginning of year2021-02-01$42,821,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-01$96,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-01$0
Other income not declared elsewhere2021-02-01$52,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-01No
Value of net income/loss2021-02-01$-2,661,335
Value of net assets at end of year (total assets less liabilities)2021-02-01$0
Value of net assets at beginning of year (total assets less liabilities)2021-02-01$509,785,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-01No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-01No
Were any leases to which the plan was party in default or uncollectible2021-02-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-01$197,467,308
Value of interest in pooled separate accounts at end of year2021-02-01$0
Value of interest in pooled separate accounts at beginning of year2021-02-01$37,093,788
Interest on participant loans2021-02-01$12,117
Value of interest in common/collective trusts at end of year2021-02-01$0
Value of interest in common/collective trusts at beginning of year2021-02-01$229,427,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-01$28,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-01$259,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-01$259,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-01$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-01$2,321,395
Net investment gain/loss from pooled separate accounts2021-02-01$57,056
Net investment gain or loss from common/collective trusts2021-02-01$2,386,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-01No
Was there a failure to transmit to the plan any participant contributions2021-02-01No
Has the plan failed to provide any benefit when due under the plan2021-02-01No
Contributions received in cash from employer2021-02-01$-32,590
Employer contributions (assets) at end of year2021-02-01$66,264
Employer contributions (assets) at beginning of year2021-02-01$721,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-01$7,609,509
Did the plan have assets held for investment2021-02-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-01Yes
Opinion of an independent qualified public accountant for this plan2021-02-01Unqualified
Accountancy firm name2021-02-01MCGILL, POWER, BELL & ASSOCIATES
Accountancy firm EIN2021-02-01251031405
2020 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$678,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$84,530,533
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$67,417,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$67,384,453
Expenses. Certain deemed distributions of participant loans2020-12-31$-22,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,709,799
Value of total assets at end of year2020-12-31$509,785,254
Value of total assets at beginning of year2020-12-31$491,993,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,274
Total interest from all sources2020-12-31$101,850
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,187,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$6,187,401
Administrative expenses professional fees incurred2020-12-31$14,774
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,610,342
Participant contributions at end of year2020-12-31$1,730,012
Participant contributions at beginning of year2020-12-31$1,959,388
Participant contributions at end of year2020-12-31$263,404
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$42,821,653
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,161,028
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,437,662
Other income not declared elsewhere2020-12-31$135,981
Administrative expenses (other) incurred2020-12-31$40,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$17,113,312
Value of net assets at end of year (total assets less liabilities)2020-12-31$509,785,254
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$491,993,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$197,467,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$173,386,738
Value of interest in pooled separate accounts at end of year2020-12-31$37,093,788
Value of interest in pooled separate accounts at beginning of year2020-12-31$26,054,418
Interest on participant loans2020-12-31$101,467
Value of interest in common/collective trusts at end of year2020-12-31$229,427,975
Value of interest in common/collective trusts at beginning of year2020-12-31$258,894,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$259,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$163,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$163,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$32,833,773
Net investment gain/loss from pooled separate accounts2020-12-31$667,244
Net investment gain or loss from common/collective trusts2020-12-31$24,894,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,661,795
Employer contributions (assets) at end of year2020-12-31$721,397
Employer contributions (assets) at beginning of year2020-12-31$373,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$67,384,453
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCGILL, POWER, BELL & ASSOCIATES
Accountancy firm EIN2020-12-31251031405
2019 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,305,863
Total transfer of assets from this plan2019-12-31$108,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$206,825,496
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$81,623,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$81,544,470
Expenses. Certain deemed distributions of participant loans2019-12-31$10,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,110,373
Value of total assets at end of year2019-12-31$491,993,097
Value of total assets at beginning of year2019-12-31$365,594,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,970
Total interest from all sources2019-12-31$118,263
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,087,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,087,186
Administrative expenses professional fees incurred2019-12-31$18,720
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,632,504
Participant contributions at end of year2019-12-31$1,959,388
Participant contributions at beginning of year2019-12-31$1,835,314
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,161,028
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$20,813,583
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,274,016
Other income not declared elsewhere2019-12-31$92,165
Administrative expenses (other) incurred2019-12-31$30,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$125,201,899
Value of net assets at end of year (total assets less liabilities)2019-12-31$491,993,097
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$365,594,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$173,386,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$140,436,274
Value of interest in pooled separate accounts at end of year2019-12-31$26,054,418
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,509,280
Interest on participant loans2019-12-31$116,231
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$74,215,873
Value of interest in common/collective trusts at end of year2019-12-31$258,894,860
Value of interest in common/collective trusts at beginning of year2019-12-31$102,895,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$163,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$104,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$104,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,618,702
Net investment gain/loss from pooled separate accounts2019-12-31$539,780
Net investment gain or loss from common/collective trusts2019-12-31$25,437,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,203,853
Employer contributions (assets) at end of year2019-12-31$373,092
Employer contributions (assets) at beginning of year2019-12-31$2,783,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$81,544,470
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCGILL, POWER, BELL & ASSOCIATES
Accountancy firm EIN2019-12-31251031405
2018 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,450,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$20,182,912
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,082,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,043,043
Expenses. Certain deemed distributions of participant loans2018-12-31$-20,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,757,189
Value of total assets at end of year2018-12-31$365,594,083
Value of total assets at beginning of year2018-12-31$370,042,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,376
Total interest from all sources2018-12-31$112,053
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,933,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,933,731
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,588,233
Participant contributions at end of year2018-12-31$1,835,314
Participant contributions at beginning of year2018-12-31$1,734,682
Assets. Other investments not covered elsewhere at end of year2018-12-31$20,813,583
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$20,371,302
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$676,035
Other income not declared elsewhere2018-12-31$74,179
Administrative expenses (other) incurred2018-12-31$59,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,899,305
Value of net assets at end of year (total assets less liabilities)2018-12-31$365,594,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$370,042,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$140,436,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$152,137,126
Value of interest in pooled separate accounts at end of year2018-12-31$22,509,280
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,190,544
Interest on participant loans2018-12-31$110,754
Value of interest in master investment trust accounts at end of year2018-12-31$74,215,873
Value of interest in master investment trust accounts at beginning of year2018-12-31$63,393,479
Value of interest in common/collective trusts at end of year2018-12-31$102,895,002
Value of interest in common/collective trusts at beginning of year2018-12-31$110,147,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$104,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$91,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$91,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,275,609
Net investment gain/loss from pooled separate accounts2018-12-31$537,072
Net investment gain or loss from common/collective trusts2018-12-31$-6,759,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,492,921
Employer contributions (assets) at end of year2018-12-31$2,783,897
Employer contributions (assets) at beginning of year2018-12-31$1,976,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,043,043
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,233,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$70,541,174
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,477,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,363,792
Expenses. Certain deemed distributions of participant loans2017-12-31$44,612
Value of total corrective distributions2017-12-31$11,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$19,841,705
Value of total assets at end of year2017-12-31$370,042,543
Value of total assets at beginning of year2017-12-31$325,745,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,939
Total interest from all sources2017-12-31$107,034
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,575,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,575,346
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,610,273
Participant contributions at end of year2017-12-31$1,734,682
Participant contributions at beginning of year2017-12-31$1,743,990
Assets. Other investments not covered elsewhere at end of year2017-12-31$20,371,302
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$17,115,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,217,139
Other income not declared elsewhere2017-12-31$60,655
Administrative expenses (other) incurred2017-12-31$57,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$43,063,823
Value of net assets at end of year (total assets less liabilities)2017-12-31$370,042,543
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$325,745,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$152,137,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$127,635,656
Value of interest in pooled separate accounts at end of year2017-12-31$20,190,544
Value of interest in pooled separate accounts at beginning of year2017-12-31$22,332,275
Interest on participant loans2017-12-31$106,538
Value of interest in master investment trust accounts at end of year2017-12-31$63,393,479
Value of interest in master investment trust accounts at beginning of year2017-12-31$60,146,521
Value of interest in common/collective trusts at end of year2017-12-31$110,147,341
Value of interest in common/collective trusts at beginning of year2017-12-31$94,670,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$91,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$104,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$104,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,779,923
Net investment gain/loss from pooled separate accounts2017-12-31$473,527
Net investment gain or loss from common/collective trusts2017-12-31$15,555,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,014,293
Employer contributions (assets) at end of year2017-12-31$1,976,108
Employer contributions (assets) at beginning of year2017-12-31$1,996,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,363,792
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$379,441
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$45,654,698
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$26,808,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,716,551
Expenses. Certain deemed distributions of participant loans2016-12-31$18,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,408,234
Value of total assets at end of year2016-12-31$325,745,269
Value of total assets at beginning of year2016-12-31$306,519,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,493
Total interest from all sources2016-12-31$108,168
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,284,280
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$5,284,280
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,724,856
Participant contributions at end of year2016-12-31$1,743,990
Participant contributions at beginning of year2016-12-31$1,866,582
Assets. Other investments not covered elsewhere at end of year2016-12-31$17,115,049
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,585,948
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$676,773
Other income not declared elsewhere2016-12-31$73,806
Administrative expenses (other) incurred2016-12-31$73,493
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$18,846,510
Value of net assets at end of year (total assets less liabilities)2016-12-31$325,745,269
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$306,519,318
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$127,635,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$124,200,278
Value of interest in pooled separate accounts at end of year2016-12-31$22,332,275
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,428,490
Interest on participant loans2016-12-31$108,104
Value of interest in master investment trust accounts at end of year2016-12-31$60,146,521
Value of interest in master investment trust accounts at beginning of year2016-12-31$57,494,680
Value of interest in common/collective trusts at end of year2016-12-31$94,670,820
Value of interest in common/collective trusts at beginning of year2016-12-31$83,989,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$104,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$120,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$120,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,157,783
Net investment gain/loss from pooled separate accounts2016-12-31$451,346
Net investment gain or loss from common/collective trusts2016-12-31$6,910,080
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$8,006,605
Employer contributions (assets) at end of year2016-12-31$1,996,254
Employer contributions (assets) at beginning of year2016-12-31$833,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,716,551
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$491,244
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$16,751,385
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$26,378,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,342,855
Expenses. Certain deemed distributions of participant loans2015-12-31$-16,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,352,078
Value of total assets at end of year2015-12-31$306,519,318
Value of total assets at beginning of year2015-12-31$316,638,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$52,280
Total interest from all sources2015-12-31$99,107
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,847,286
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$6,847,286
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,567,642
Participant contributions at end of year2015-12-31$1,866,582
Participant contributions at beginning of year2015-12-31$1,637,140
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,585,948
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$17,492,197
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$928,657
Other income not declared elsewhere2015-12-31$64,662
Administrative expenses (other) incurred2015-12-31$13,880
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,627,466
Value of net assets at end of year (total assets less liabilities)2015-12-31$306,519,318
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$316,638,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$38,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$124,200,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$125,606,857
Value of interest in pooled separate accounts at end of year2015-12-31$22,428,490
Value of interest in pooled separate accounts at beginning of year2015-12-31$23,705,879
Interest on participant loans2015-12-31$99,095
Value of interest in master investment trust accounts at end of year2015-12-31$57,494,680
Value of interest in master investment trust accounts at beginning of year2015-12-31$66,402,786
Value of interest in common/collective trusts at end of year2015-12-31$83,989,311
Value of interest in common/collective trusts at beginning of year2015-12-31$80,229,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$120,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$120,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$120,633
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,820,202
Net investment gain/loss from pooled separate accounts2015-12-31$369,743
Net investment gain or loss from common/collective trusts2015-12-31$-138,149
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$7,855,779
Employer contributions (assets) at end of year2015-12-31$833,418
Employer contributions (assets) at beginning of year2015-12-31$1,422,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,342,855
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2014 401k financial data
Total transfer of assets to this plan2014-12-31$663,796
Total income from all sources (including contributions)2014-12-31$41,851,392
Total of all expenses incurred2014-12-31$20,777,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,651,392
Expenses. Certain deemed distributions of participant loans2014-12-31$44,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,630,803
Value of total assets at end of year2014-12-31$316,638,028
Value of total assets at beginning of year2014-12-31$294,900,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$81,750
Total interest from all sources2014-12-31$97,844
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,314,401
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$7,314,401
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,127,234
Participant contributions at end of year2014-12-31$1,637,140
Participant contributions at beginning of year2014-12-31$1,655,707
Assets. Other investments not covered elsewhere at end of year2014-12-31$17,492,197
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,745,209
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,914,929
Other income not declared elsewhere2014-12-31$730,481
Total non interest bearing cash at end of year2014-12-31$20,000
Total non interest bearing cash at beginning of year2014-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$2,469,416
Value of net income/loss2014-12-31$21,073,644
Value of net assets at end of year (total assets less liabilities)2014-12-31$316,638,028
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$294,900,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$60,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$125,606,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$186,595,840
Value of interest in pooled separate accounts at end of year2014-12-31$23,705,879
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,887,323
Interest on participant loans2014-12-31$97,828
Value of interest in master investment trust accounts at end of year2014-12-31$66,402,786
Value of interest in master investment trust accounts at beginning of year2014-12-31$63,085,825
Value of interest in common/collective trusts at end of year2014-12-31$80,229,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$120,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$56,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$56,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,692,571
Net investment gain/loss from pooled separate accounts2014-12-31$396,028
Net investment gain or loss from common/collective trusts2014-12-31$4,345,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,119,224
Employer contributions (assets) at end of year2014-12-31$1,422,982
Employer contributions (assets) at beginning of year2014-12-31$1,870,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,651,392
Contract administrator fees2014-12-31$21,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MCGILL POWER BELL & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31251031405
2013 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,301,942
Total unrealized appreciation/depreciation of assets2013-12-31$2,301,942
Total transfer of assets from this plan2013-12-31$1,421,508
Total income from all sources (including contributions)2013-12-31$73,041,404
Total of all expenses incurred2013-12-31$21,229,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$21,140,373
Expenses. Certain deemed distributions of participant loans2013-12-31$-96
Value of total corrective distributions2013-12-31$13,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$18,300,747
Value of total assets at end of year2013-12-31$294,900,588
Value of total assets at beginning of year2013-12-31$244,510,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$76,082
Total interest from all sources2013-12-31$102,948
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,174,896
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$7,174,896
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,515,359
Participant contributions at end of year2013-12-31$1,655,707
Participant contributions at beginning of year2013-12-31$1,710,109
Participant contributions at beginning of year2013-12-31$205,830
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,745,209
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$16,950,096
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$991,059
Other income not declared elsewhere2013-12-31$87,725
Total non interest bearing cash at end of year2013-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$2,896,500
Value of net income/loss2013-12-31$51,812,044
Value of net assets at end of year (total assets less liabilities)2013-12-31$294,900,588
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$244,510,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$48,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$186,595,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$153,252,970
Value of interest in pooled separate accounts at end of year2013-12-31$23,887,323
Value of interest in pooled separate accounts at beginning of year2013-12-31$23,174,524
Interest on participant loans2013-12-31$102,932
Value of interest in master investment trust accounts at end of year2013-12-31$63,085,825
Value of interest in master investment trust accounts at beginning of year2013-12-31$47,309,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$56,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,832,942
Net investment gain/loss from pooled separate accounts2013-12-31$165,684
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$5,897,829
Employer contributions (assets) at end of year2013-12-31$1,870,837
Employer contributions (assets) at beginning of year2013-12-31$1,889,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$21,140,373
Contract administrator fees2013-12-31$28,067
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MCGILL POWER BELL & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31251031405
2012 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,574,345
Total unrealized appreciation/depreciation of assets2012-12-31$1,574,345
Total transfer of assets to this plan2012-12-31$433,445
Total income from all sources (including contributions)2012-12-31$45,509,014
Total of all expenses incurred2012-12-31$10,380,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,370,526
Expenses. Certain deemed distributions of participant loans2012-12-31$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,782,553
Value of total assets at end of year2012-12-31$244,510,052
Value of total assets at beginning of year2012-12-31$208,948,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,137
Total interest from all sources2012-12-31$90,996
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,456,644
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$3,456,644
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$7,525,978
Participant contributions at end of year2012-12-31$1,710,109
Participant contributions at beginning of year2012-12-31$1,415,008
Participant contributions at end of year2012-12-31$205,830
Participant contributions at beginning of year2012-12-31$163,793
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,950,096
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,714,975
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$648,739
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
Income. Non cash contributions2012-12-31$2,511,095
Value of net income/loss2012-12-31$35,128,254
Value of net assets at end of year (total assets less liabilities)2012-12-31$244,510,052
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$208,948,353
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$153,252,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$127,938,932
Value of interest in pooled separate accounts at end of year2012-12-31$23,174,524
Interest on participant loans2012-12-31$90,974
Value of interest in master investment trust accounts at end of year2012-12-31$47,309,524
Value of interest in master investment trust accounts at beginning of year2012-12-31$38,740,528
Value of interest in common/collective trusts at beginning of year2012-12-31$24,723,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,673,399
Net investment gain/loss from pooled separate accounts2012-12-31$362,732
Net investment gain or loss from common/collective trusts2012-12-31$-319,348
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$5,096,741
Employer contributions (assets) at end of year2012-12-31$1,889,883
Employer contributions (assets) at beginning of year2012-12-31$1,241,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,370,526
Contract administrator fees2012-12-31$10,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGILL, POWER, BELL, & ASSOCIATES,
Accountancy firm EIN2012-12-31251031405
2011 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-207,759
Total unrealized appreciation/depreciation of assets2011-12-31$-207,759
Total transfer of assets from this plan2011-12-31$59,575
Total income from all sources (including contributions)2011-12-31$14,493,657
Total of all expenses incurred2011-12-31$10,523,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,502,316
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,178,836
Value of total assets at end of year2011-12-31$208,948,353
Value of total assets at beginning of year2011-12-31$205,037,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,056
Total interest from all sources2011-12-31$81,935
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,547,960
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$3,547,960
Assets. Real estate other than employer real property at beginning of year2011-12-31$20,206
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$70,147
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$7,213,829
Participant contributions at end of year2011-12-31$1,415,008
Participant contributions at beginning of year2011-12-31$1,245,290
Participant contributions at end of year2011-12-31$163,793
Participant contributions at beginning of year2011-12-31$155,444
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,714,975
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,045
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$893,946
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
Income. Non cash contributions2011-12-31$1,967,147
Value of net income/loss2011-12-31$3,970,285
Value of net assets at end of year (total assets less liabilities)2011-12-31$208,948,353
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$205,037,643
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$26,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$127,938,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$133,864,538
Interest on participant loans2011-12-31$81,915
Value of interest in master investment trust accounts at end of year2011-12-31$38,740,528
Value of interest in master investment trust accounts at beginning of year2011-12-31$35,947,430
Value of interest in common/collective trusts at end of year2011-12-31$24,723,345
Value of interest in common/collective trusts at beginning of year2011-12-31$21,966,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,178,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,178,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
Asset value of US Government securities at beginning of year2011-12-31$103,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,835,368
Net investment gain or loss from common/collective trusts2011-12-31$908,472
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$5,103,914
Employer contributions (assets) at end of year2011-12-31$1,241,234
Employer contributions (assets) at beginning of year2011-12-31$1,937,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,502,316
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$177,087
Contract administrator fees2011-12-31$21,056
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
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,340,953
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGILL, POWER BELL & ASSOCIATES, LL
Accountancy firm EIN2011-12-31251031405
2010 : LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$713,399
Total unrealized appreciation/depreciation of assets2010-12-31$713,399
Total transfer of assets to this plan2010-12-31$348,884
Total income from all sources (including contributions)2010-12-31$42,400,949
Total loss/gain on sale of assets2010-12-31$153,931
Total of all expenses incurred2010-12-31$9,045,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,016,030
Expenses. Certain deemed distributions of participant loans2010-12-31$11,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,716,040
Value of total assets at end of year2010-12-31$205,037,643
Value of total assets at beginning of year2010-12-31$171,333,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,287
Total interest from all sources2010-12-31$119,603
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,926,648
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$2,804,829
Assets. Real estate other than employer real property at end of year2010-12-31$20,206
Assets. Real estate other than employer real property at beginning of year2010-12-31$5,098
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$70,147
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$102,521
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$6,611,180
Participant contributions at end of year2010-12-31$1,245,290
Participant contributions at beginning of year2010-12-31$1,215,090
Participant contributions at end of year2010-12-31$155,444
Participant contributions at beginning of year2010-12-31$153,148
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,045
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,980
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
Income. Non cash contributions2010-12-31$2,501,181
Value of net income/loss2010-12-31$33,355,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$205,037,643
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$171,333,547
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
Assets. partnership/joint venture interests at end of year2010-12-31$26,753
Assets. partnership/joint venture interests at beginning of year2010-12-31$27,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$133,864,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$111,393,602
Interest on participant loans2010-12-31$83,917
Income. Interest from US Government securities2010-12-31$2,333
Income. Interest from corporate debt instruments2010-12-31$10,675
Value of interest in master investment trust accounts at end of year2010-12-31$35,947,430
Value of interest in master investment trust accounts at beginning of year2010-12-31$27,475,686
Value of interest in common/collective trusts at end of year2010-12-31$21,966,649
Value of interest in common/collective trusts at beginning of year2010-12-31$21,879,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,178,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,628,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,628,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22,678
Asset value of US Government securities at end of year2010-12-31$103,772
Asset value of US Government securities at beginning of year2010-12-31$117,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,283,245
Net investment gain or loss from common/collective trusts2010-12-31$829,380
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$4,603,679
Employer contributions (assets) at end of year2010-12-31$1,937,244
Employer contributions (assets) at beginning of year2010-12-31$1,360,842
Income. Dividends from preferred stock2010-12-31$7,154
Income. Dividends from common stock2010-12-31$114,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,016,030
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$177,087
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$196,775
Contract administrator fees2010-12-31$18,287
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,340,953
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,774,392
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,997,695
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,843,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGILL POWER BELL & ASSOCIATES
Accountancy firm EIN2010-12-31251031405

Form 5500 Responses for LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN

2021: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LORD CORPORATION EXEMPT EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2021-01-01
Insurance policy end date2021-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Number of Individuals Covered402
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Number of Individuals Covered401
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31563
Policy instance 1
Insurance contract or identification numberGA31563
Number of Individuals Covered307
Insurance policy start date2012-06-15
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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