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AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 401k Plan overview

Plan NameAMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)
Plan identification number 001

AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:AMG RESOURCES CORPORATION
Employer identification number (EIN):251566927
NAIC Classification:331200

Additional information about AMG RESOURCES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2152428

More information about AMG RESOURCES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CORMAC MCCARTHY2023-09-15
0012021-01-01CORMAC MCCARTHY2022-10-10
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RONALD ZORN RONALD ZORN2018-09-27
0012016-01-01RONALD ZORN RONALD ZORN2017-09-25
0012015-01-01RONALD R ZORN RONALD R ZORN2016-09-26
0012014-01-01RONALD ZORN RONALD ZORN2015-08-31
0012013-01-01RONALD ZORN RONALD ZORN2014-09-10
0012012-01-01RONALD ZORN RONALD ZORN2013-08-15
0012011-01-01RONALD ZORN RONALD ZORN2012-08-09
0012010-01-01RONALD ZORN RONALD ZORN2011-09-23
0012009-01-01RONALD ZORN RONALD ZORN2010-09-22

Plan Statistics for AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)

401k plan membership statisitcs for AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)

Measure Date Value
2022: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2022 401k membership
Market value of plan assets2022-12-31514,135
Acturial value of plan assets2022-12-31514,135
Funding target for retired participants and beneficiaries receiving payment2022-12-31285,469
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-31109,833
Active participant vested funding target2022-12-3137,786
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-3137,786
Total participant count2022-12-3121
Total funding target for all participants2022-12-31433,088
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0121
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-0118
2021: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2021 401k membership
Market value of plan assets2021-12-31501,236
Acturial value of plan assets2021-12-31501,236
Funding target for retired participants and beneficiaries receiving payment2021-12-31306,218
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-3187,954
Active participant vested funding target2021-12-3136,885
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-3137,289
Total participant count2021-12-3122
Total funding target for all participants2021-12-31431,461
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0122
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2020 401k membership
Market value of plan assets2020-12-31477,116
Acturial value of plan assets2020-12-31477,116
Funding target for retired participants and beneficiaries receiving payment2020-12-31305,308
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-3185,727
Active participant vested funding target2020-12-3132,950
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-3133,403
Total participant count2020-12-3122
Total funding target for all participants2020-12-31424,438
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3111
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2019 401k membership
Market value of plan assets2019-12-31437,113
Acturial value of plan assets2019-12-31437,113
Funding target for retired participants and beneficiaries receiving payment2019-12-31280,207
Number of terminated vested participants2019-12-317
Fundng target for terminated vested participants2019-12-31130,690
Active participant vested funding target2019-12-3130,418
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-3130,900
Total participant count2019-12-3122
Total funding target for all participants2019-12-31441,797
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3138,605
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3140,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31788
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31771
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-314,684
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31761
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31761
Contributions allocatedtoward minimum required contributions for current year2019-12-31771
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0122
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2018 401k membership
Market value of plan assets2018-12-31461,572
Acturial value of plan assets2018-12-31461,572
Funding target for retired participants and beneficiaries receiving payment2018-12-31296,479
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-31123,543
Active participant vested funding target2018-12-3127,956
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-3128,447
Total participant count2018-12-3123
Total funding target for all participants2018-12-31448,469
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3140,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3138,605
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3138,605
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2017 401k membership
Market value of plan assets2017-12-31460,541
Acturial value of plan assets2017-12-31460,541
Funding target for retired participants and beneficiaries receiving payment2017-12-31236,877
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31172,360
Active participant vested funding target2017-12-3124,965
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-3125,410
Total participant count2017-12-3123
Total funding target for all participants2017-12-31434,647
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,326
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2016 401k membership
Market value of plan assets2016-12-31460,726
Acturial value of plan assets2016-12-31460,726
Funding target for retired participants and beneficiaries receiving payment2016-12-31239,657
Number of terminated vested participants2016-12-319
Fundng target for terminated vested participants2016-12-31160,197
Active participant vested funding target2016-12-3122,690
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-3123,131
Total participant count2016-12-3123
Total funding target for all participants2016-12-31422,985
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,588
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0123
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2013 401k membership
Total participants, beginning-of-year2013-01-0125
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-018
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)

Measure Date Value
2022 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-57,534
Expenses. Total of all expenses incurred2022-12-31$28,474
Benefits paid (including direct rollovers)2022-12-31$28,474
Total plan assets at end of year2022-12-31$428,127
Total plan assets at beginning of year2022-12-31$514,135
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-57,534
Net income (gross income less expenses)2022-12-31$-86,008
Net plan assets at end of year (total assets less liabilities)2022-12-31$428,127
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$514,135
2021 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$41,373
Expenses. Total of all expenses incurred2021-12-31$28,474
Benefits paid (including direct rollovers)2021-12-31$28,474
Total plan assets at end of year2021-12-31$514,135
Total plan assets at beginning of year2021-12-31$501,236
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$41,373
Net income (gross income less expenses)2021-12-31$12,899
Net plan assets at end of year (total assets less liabilities)2021-12-31$514,135
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$501,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$52,594
Expenses. Total of all expenses incurred2020-12-31$28,474
Benefits paid (including direct rollovers)2020-12-31$28,474
Total plan assets at end of year2020-12-31$501,236
Total plan assets at beginning of year2020-12-31$477,116
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$52,594
Net income (gross income less expenses)2020-12-31$24,120
Net plan assets at end of year (total assets less liabilities)2020-12-31$501,236
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$477,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$67,817
Expenses. Total of all expenses incurred2019-12-31$27,814
Benefits paid (including direct rollovers)2019-12-31$27,814
Total plan assets at end of year2019-12-31$477,116
Total plan assets at beginning of year2019-12-31$437,113
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$67,029
Net income (gross income less expenses)2019-12-31$40,003
Net plan assets at end of year (total assets less liabilities)2019-12-31$477,116
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$437,113
Total contributions received or receivable from employer(s)2019-12-31$788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$9,163
Expenses. Total of all expenses incurred2018-12-31$33,622
Benefits paid (including direct rollovers)2018-12-31$26,821
Total plan assets at end of year2018-12-31$437,113
Total plan assets at beginning of year2018-12-31$461,572
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-30,837
Net income (gross income less expenses)2018-12-31$-24,459
Net plan assets at end of year (total assets less liabilities)2018-12-31$437,113
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$461,572
Total contributions received or receivable from employer(s)2018-12-31$40,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,801
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$37,762
Expenses. Total of all expenses incurred2017-12-31$36,731
Benefits paid (including direct rollovers)2017-12-31$30,496
Total plan assets at end of year2017-12-31$461,572
Total plan assets at beginning of year2017-12-31$460,541
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$37,762
Net income (gross income less expenses)2017-12-31$1,031
Net plan assets at end of year (total assets less liabilities)2017-12-31$461,572
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$460,541
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,235
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$30,976
Expenses. Total of all expenses incurred2016-12-31$31,161
Benefits paid (including direct rollovers)2016-12-31$25,835
Total plan assets at end of year2016-12-31$460,541
Total plan assets at beginning of year2016-12-31$460,726
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$30,976
Net income (gross income less expenses)2016-12-31$-185
Net plan assets at end of year (total assets less liabilities)2016-12-31$460,541
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$460,726
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-62,027
Expenses. Total of all expenses incurred2015-12-31$30,883
Benefits paid (including direct rollovers)2015-12-31$25,295
Total plan assets at end of year2015-12-31$460,726
Total plan assets at beginning of year2015-12-31$553,636
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-62,027
Net income (gross income less expenses)2015-12-31$-92,910
Net plan assets at end of year (total assets less liabilities)2015-12-31$460,726
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$553,636
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$26,423
Expenses. Total of all expenses incurred2014-12-31$29,967
Benefits paid (including direct rollovers)2014-12-31$24,519
Total plan assets at end of year2014-12-31$553,636
Total plan assets at beginning of year2014-12-31$557,180
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$26,423
Net income (gross income less expenses)2014-12-31$-3,544
Net plan assets at end of year (total assets less liabilities)2014-12-31$553,636
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$557,180
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$60,653
Expenses. Total of all expenses incurred2013-12-31$36,139
Benefits paid (including direct rollovers)2013-12-31$31,138
Total plan assets at end of year2013-12-31$557,180
Total plan assets at beginning of year2013-12-31$532,666
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$5,001
Other income received2013-12-31$60,653
Net income (gross income less expenses)2013-12-31$24,514
Net plan assets at end of year (total assets less liabilities)2013-12-31$557,180
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$532,666
Total contributions received or receivable from employer(s)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$23,922
Expenses. Total of all expenses incurred2012-12-31$25,374
Benefits paid (including direct rollovers)2012-12-31$20,644
Total plan assets at end of year2012-12-31$532,666
Total plan assets at beginning of year2012-12-31$534,118
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$4,730
Other income received2012-12-31$23,922
Net income (gross income less expenses)2012-12-31$-1,452
Net plan assets at end of year (total assets less liabilities)2012-12-31$532,666
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$534,118
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$57,839
Expenses. Total of all expenses incurred2011-12-31$24,068
Benefits paid (including direct rollovers)2011-12-31$20,644
Total plan assets at end of year2011-12-31$534,118
Total plan assets at beginning of year2011-12-31$500,347
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,424
Other income received2011-12-31$57,839
Net income (gross income less expenses)2011-12-31$33,771
Net plan assets at end of year (total assets less liabilities)2011-12-31$534,118
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$500,347
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$69,537
Expenses. Total of all expenses incurred2010-12-31$27,703
Benefits paid (including direct rollovers)2010-12-31$26,067
Total plan assets at end of year2010-12-31$500,347
Total plan assets at beginning of year2010-12-31$458,513
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$69,537
Net income (gross income less expenses)2010-12-31$41,834
Net plan assets at end of year (total assets less liabilities)2010-12-31$500,347
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$458,513
Total contributions received or receivable from employer(s)2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.)

2022: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 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: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AMG RESOURCES PENSION PLAN FOR HOURLY EES (GARY, IND.) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $150
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered15
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
Commission paid to Insurance BrokerUSD $140
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $117
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered15
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $4
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered14
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $124
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $124
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP.
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered15
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $128
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $146
Total amount of fees paid to insurance companyUSD $50
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $146
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered12
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $196
Total amount of fees paid to insurance companyUSD $28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $196
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $247
Total amount of fees paid to insurance companyUSD $87
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $247
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerCOMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameW&W ACTUARIAL SERVICES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $261
Total amount of fees paid to insurance companyUSD $57
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 65145
Policy instance 1
Insurance contract or identification numberGP 65145
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $358
Total amount of fees paid to insurance companyUSD $71
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $358
Amount paid for insurance broker fees71
Additional information about fees paid to insurance brokerFINANCIAL ADVISE
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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