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PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 401k Plan overview

Plan NamePARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN
Plan identification number 002

PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARK OHIO INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PARK OHIO INDUSTRIES, INC.
Employer identification number (EIN):346520107
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ELIZABETH BORIS ELIZABETH BORIS2018-10-11
0022016-01-01ELIZABETH BORIS ELIZABETH BORIS2017-10-13
0022015-01-01ELIZABETH BORIS ELIZABETH BORIS2016-10-17
0022014-01-01ELIZABETH BORIS ELIZABETH BORIS2015-10-15
0022013-01-01ELIZABETH BORIS ELIZABETH BORIS2014-10-14
0022012-01-01ELIZABETH BORIS
0022011-01-01ELIZABETH BORIS ELIZABETH BORIS2014-05-14
0022009-01-01ELIZABETH BORIS
0022009-01-01 ELIZABETH BORIS2010-10-13

Plan Statistics for PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN

401k plan membership statisitcs for PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN

Measure Date Value
2022: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31169,957,311
Acturial value of plan assets2022-12-31158,441,254
Funding target for retired participants and beneficiaries receiving payment2022-12-3136,044,675
Number of terminated vested participants2022-12-311,641
Fundng target for terminated vested participants2022-12-319,719,671
Active participant vested funding target2022-12-3120,847,302
Number of active participants2022-12-312,196
Total funding liabilities for active participants2022-12-3121,611,156
Total participant count2022-12-314,763
Total funding target for all participants2022-12-3167,375,502
Balance at beginning of prior year after applicable adjustments2022-12-3133,840,808
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31115,421
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 balance2022-12-3133,840,808
Amount remaining of prefunding balance2022-12-31115,421
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 year2022-12-3138,016,764
Balance of prefunding at beginning of current year2022-12-31129,664
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 cost2022-12-313,806,849
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-year2022-01-012,147
Total number of active participants reported on line 7a of the Form 55002022-01-012,622
Number of retired or separated participants receiving benefits2022-01-01723
Number of other retired or separated participants entitled to future benefits2022-01-011,731
Total of all active and inactive participants2022-01-015,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01190
Total participants2022-01-015,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01105
2021: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31161,363,771
Acturial value of plan assets2021-12-31146,474,318
Funding target for retired participants and beneficiaries receiving payment2021-12-3136,575,783
Number of terminated vested participants2021-12-311,479
Fundng target for terminated vested participants2021-12-319,250,053
Active participant vested funding target2021-12-3119,741,824
Number of active participants2021-12-312,322
Total funding liabilities for active participants2021-12-3120,531,687
Total participant count2021-12-314,743
Total funding target for all participants2021-12-3166,357,523
Balance at beginning of prior year after applicable adjustments2021-12-3129,070,362
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3199,150
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 balance2021-12-3129,070,362
Amount remaining of prefunding balance2021-12-3199,150
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 year2021-12-3133,840,808
Balance of prefunding at beginning of current year2021-12-31115,421
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 cost2021-12-313,432,660
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-year2021-01-012,322
Total number of active participants reported on line 7a of the Form 55002021-01-012,147
Number of retired or separated participants receiving benefits2021-01-01729
Number of other retired or separated participants entitled to future benefits2021-01-011,615
Total of all active and inactive participants2021-01-014,491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01190
Total participants2021-01-014,681
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31144,424,058
Acturial value of plan assets2020-12-31141,229,433
Funding target for retired participants and beneficiaries receiving payment2020-12-3137,127,191
Number of terminated vested participants2020-12-311,263
Fundng target for terminated vested participants2020-12-318,873,580
Active participant vested funding target2020-12-3119,797,182
Number of active participants2020-12-312,434
Total funding liabilities for active participants2020-12-3120,616,101
Total participant count2020-12-314,648
Total funding target for all participants2020-12-3166,616,872
Balance at beginning of prior year after applicable adjustments2020-12-3124,617,124
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3183,961
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 balance2020-12-3124,617,124
Amount remaining of prefunding balance2020-12-3183,961
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3129,070,362
Balance of prefunding at beginning of current year2020-12-3199,150
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 cost2020-12-313,693,949
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-year2020-01-012,434
Total number of active participants reported on line 7a of the Form 55002020-01-012,246
Number of retired or separated participants receiving benefits2020-01-01750
Number of other retired or separated participants entitled to future benefits2020-01-011,451
Total of all active and inactive participants2020-01-014,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01187
Total participants2020-01-014,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31128,162,752
Acturial value of plan assets2019-12-31137,315,439
Funding target for retired participants and beneficiaries receiving payment2019-12-3136,946,873
Number of terminated vested participants2019-12-311,087
Fundng target for terminated vested participants2019-12-319,250,554
Active participant vested funding target2019-12-3118,286,125
Number of active participants2019-12-312,485
Total funding liabilities for active participants2019-12-3119,425,646
Total participant count2019-12-314,545
Total funding target for all participants2019-12-3165,623,073
Balance at beginning of prior year after applicable adjustments2019-12-3126,728,691
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31881,672
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31789,184
Amount remaining of carryover balance2019-12-3126,728,691
Amount remaining of prefunding balance2019-12-3192,488
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3124,617,124
Balance of prefunding at beginning of current year2019-12-3183,961
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-313,594,311
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,485
Total number of active participants reported on line 7a of the Form 55002019-01-012,373
Number of retired or separated participants receiving benefits2019-01-01757
Number of other retired or separated participants entitled to future benefits2019-01-011,233
Total of all active and inactive participants2019-01-014,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01190
Total participants2019-01-014,553
2018: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31134,839,895
Acturial value of plan assets2018-12-31126,245,438
Funding target for retired participants and beneficiaries receiving payment2018-12-3132,387,320
Number of terminated vested participants2018-12-31984
Fundng target for terminated vested participants2018-12-319,117,665
Active participant vested funding target2018-12-3110,538,828
Number of active participants2018-12-312,418
Total funding liabilities for active participants2018-12-3110,709,653
Total participant count2018-12-314,352
Total funding target for all participants2018-12-3152,214,638
Balance at beginning of prior year after applicable adjustments2018-12-3122,815,784
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 balance2018-12-3122,815,784
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 year2018-12-3126,728,691
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-312,692,727
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 year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,418
Total number of active participants reported on line 7a of the Form 55002018-01-012,329
Number of retired or separated participants receiving benefits2018-01-01766
Number of other retired or separated participants entitled to future benefits2018-01-011,058
Total of all active and inactive participants2018-01-014,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01205
Total participants2018-01-014,358
2017: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31120,162,050
Acturial value of plan assets2017-12-31123,500,239
Funding target for retired participants and beneficiaries receiving payment2017-12-3130,828,012
Number of terminated vested participants2017-12-31839
Fundng target for terminated vested participants2017-12-319,208,931
Active participant vested funding target2017-12-319,013,340
Number of active participants2017-12-312,052
Total funding liabilities for active participants2017-12-319,193,696
Total participant count2017-12-313,835
Total funding target for all participants2017-12-3149,230,639
Balance at beginning of prior year after applicable adjustments2017-12-3121,281,395
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 balance2017-12-3121,281,395
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 year2017-12-3122,815,784
Balance of prefunding at beginning of current year2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-312,093,087
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-year2017-01-012,052
Total number of active participants reported on line 7a of the Form 55002017-01-012,064
Number of retired or separated participants receiving benefits2017-01-01754
Number of other retired or separated participants entitled to future benefits2017-01-01950
Total of all active and inactive participants2017-01-013,768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01199
Total participants2017-01-013,967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31117,283,230
Acturial value of plan assets2016-12-31125,745,263
Funding target for retired participants and beneficiaries receiving payment2016-12-3131,279,751
Number of terminated vested participants2016-12-31580
Fundng target for terminated vested participants2016-12-318,623,723
Active participant vested funding target2016-12-317,769,551
Number of active participants2016-12-312,058
Total funding liabilities for active participants2016-12-317,918,937
Total participant count2016-12-313,609
Total funding target for all participants2016-12-3147,822,411
Balance at beginning of prior year after applicable adjustments2016-12-3121,793,543
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 balance2016-12-3121,793,543
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 year2016-12-3121,281,395
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,102,536
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-year2016-01-011,797
Total number of active participants reported on line 7a of the Form 55002016-01-011,950
Number of retired or separated participants receiving benefits2016-01-01745
Number of other retired or separated participants entitled to future benefits2016-01-01827
Total of all active and inactive participants2016-01-013,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01201
Total participants2016-01-013,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,877
Total number of active participants reported on line 7a of the Form 55002015-01-011,797
Number of retired or separated participants receiving benefits2015-01-01769
Number of other retired or separated participants entitled to future benefits2015-01-01553
Total of all active and inactive participants2015-01-013,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01208
Total participants2015-01-013,327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,908
Total number of active participants reported on line 7a of the Form 55002014-01-011,877
Number of retired or separated participants receiving benefits2014-01-01771
Number of other retired or separated participants entitled to future benefits2014-01-01531
Total of all active and inactive participants2014-01-013,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01220
Total participants2014-01-013,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,449
Total number of active participants reported on line 7a of the Form 55002013-01-011,858
Number of retired or separated participants receiving benefits2013-01-01767
Number of other retired or separated participants entitled to future benefits2013-01-01580
Total of all active and inactive participants2013-01-013,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01224
Total participants2013-01-013,429
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,518
Total number of active participants reported on line 7a of the Form 55002012-01-011,827
Number of retired or separated participants receiving benefits2012-01-01784
Number of other retired or separated participants entitled to future benefits2012-01-01607
Total of all active and inactive participants2012-01-013,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01231
Total participants2012-01-013,449
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,708
Total number of active participants reported on line 7a of the Form 55002011-01-011,769
Number of retired or separated participants receiving benefits2011-01-01770
Number of other retired or separated participants entitled to future benefits2011-01-01737
Total of all active and inactive participants2011-01-013,276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01242
Total participants2011-01-013,518
Number of participants with account balances2011-01-010
2009: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,422
Total number of active participants reported on line 7a of the Form 55002009-01-01145
Number of retired or separated participants receiving benefits2009-01-01795
Number of other retired or separated participants entitled to future benefits2009-01-01605
Total of all active and inactive participants2009-01-011,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01267
Total participants2009-01-011,812
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN

Measure Date Value
2022 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,458,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,458,247
Total income from all sources (including contributions)2022-12-31$-30,968,869
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,439,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,218,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$137,007,516
Value of total assets at beginning of year2022-12-31$174,415,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,221,027
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,311,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,221,027
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,458,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,458,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,408,042
Value of net assets at end of year (total assets less liabilities)2022-12-31$132,549,269
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$169,957,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$109,743,541
Value of interest in master investment trust accounts at beginning of year2022-12-31$134,188,636
Value of interest in common/collective trusts at end of year2022-12-31$26,623,447
Value of interest in common/collective trusts at beginning of year2022-12-31$39,529,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$252,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$392,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$392,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$388,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$305,307
Net investment gain or loss from common/collective trusts2022-12-31$-32,280,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from preferred stock2022-12-31$1,311,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,218,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2022-12-31341523030
2021 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$5,065,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,458,247
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,086,034
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,427,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,248,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$174,415,558
Value of total assets at beginning of year2021-12-31$161,363,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,179,236
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,147,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,179,236
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,458,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,658,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$169,957,311
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$161,363,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$134,188,636
Value of interest in master investment trust accounts at beginning of year2021-12-31$124,885,367
Value of interest in common/collective trusts at end of year2021-12-31$39,529,600
Value of interest in common/collective trusts at beginning of year2021-12-31$35,988,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$392,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$445,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$445,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$305,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$44,249
Net investment gain or loss from common/collective trusts2021-12-31$14,938,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from preferred stock2021-12-31$5,147,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,248,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2021-12-31341523030
2020 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$611,295
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$23,680,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,129,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,972,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$161,363,771
Value of total assets at beginning of year2020-12-31$144,424,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,156,860
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,891,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,156,860
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,000,000
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
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$17,551,008
Value of net assets at end of year (total assets less liabilities)2020-12-31$161,363,771
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$144,424,058
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 master investment trust accounts at end of year2020-12-31$124,885,367
Value of interest in master investment trust accounts at beginning of year2020-12-31$119,962,181
Value of interest in common/collective trusts at end of year2020-12-31$35,988,368
Value of interest in common/collective trusts at beginning of year2020-12-31$24,397,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$445,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$58,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$58,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$44,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,030
Net investment gain or loss from common/collective trusts2020-12-31$19,789,127
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
Income. Dividends from preferred stock2020-12-31$3,891,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,972,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2020-12-31341523030
2019 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$866,331
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$23,221,869
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,094,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,787,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$144,424,058
Value of total assets at beginning of year2019-12-31$128,162,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,306,570
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,355,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,306,570
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$6,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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$17,127,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$144,424,058
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$128,162,751
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
Value of interest in master investment trust accounts at end of year2019-12-31$119,962,181
Value of interest in master investment trust accounts at beginning of year2019-12-31$108,277,809
Value of interest in common/collective trusts at end of year2019-12-31$24,397,398
Value of interest in common/collective trusts at beginning of year2019-12-31$19,615,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$58,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$186,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$186,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82,594
Net investment gain or loss from common/collective trusts2019-12-31$19,866,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Income. Dividends from preferred stock2019-12-31$3,355,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,787,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2019-12-31341523030
2018 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$9,525,321
Total transfer of assets from this plan2018-12-31$971,232
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$0
Total income from all sources (including contributions)2018-12-31$-9,960,005
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,262,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,079,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$128,162,751
Value of total assets at beginning of year2018-12-31$134,830,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,182,943
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,945,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,182,943
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-15,222,047
Value of net assets at end of year (total assets less liabilities)2018-12-31$128,162,751
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$134,830,709
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 master investment trust accounts at end of year2018-12-31$108,277,809
Value of interest in master investment trust accounts at beginning of year2018-12-31$107,378,461
Value of interest in common/collective trusts at end of year2018-12-31$19,615,617
Value of interest in common/collective trusts at beginning of year2018-12-31$26,680,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$186,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$95,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$95,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$676,723
Net investment gain or loss from common/collective trusts2018-12-31$-13,905,159
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
Income. Dividends from preferred stock2018-12-31$3,945,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,079,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2018-12-31341523030
2017 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$977,163
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$21,111,591
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,465,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,109,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$134,830,709
Value of total assets at beginning of year2017-12-31$120,162,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,356,218
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,470,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,356,218
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
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
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$15,645,822
Value of net assets at end of year (total assets less liabilities)2017-12-31$134,830,709
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,162,050
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 master investment trust accounts at end of year2017-12-31$107,378,461
Value of interest in master investment trust accounts at beginning of year2017-12-31$96,706,207
Value of interest in common/collective trusts at end of year2017-12-31$26,680,421
Value of interest in common/collective trusts at beginning of year2017-12-31$22,144,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$95,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$164,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$164,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$676,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,146,504
Net investment gain or loss from common/collective trusts2017-12-31$17,640,611
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
Income. Dividends from preferred stock2017-12-31$3,470,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,109,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2017-12-31341523030
2016 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$784,000
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$8,901,425
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,238,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,149,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$120,162,050
Value of total assets at beginning of year2016-12-31$117,283,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,089,079
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$936,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,089,079
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
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
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$3,662,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,162,050
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$117,283,230
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 master investment trust accounts at end of year2016-12-31$96,706,207
Value of interest in master investment trust accounts at beginning of year2016-12-31$93,526,939
Value of interest in common/collective trusts at end of year2016-12-31$22,144,426
Value of interest in common/collective trusts at beginning of year2016-12-31$22,038,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$164,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$51,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$51,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,146,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,666,723
Net investment gain or loss from common/collective trusts2016-12-31$7,964,687
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
Income. Dividends from preferred stock2016-12-31$936,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,149,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOBER, MARKEY, FEDOROVICH & CO.
Accountancy firm EIN2016-12-31341523030
2015 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$672,947
Total unrealized appreciation/depreciation of assets2015-12-31$672,947
Total transfer of assets from this plan2015-12-31$950,000
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$0
Total income from all sources (including contributions)2015-12-31$-2,099,074
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,410,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,131,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$117,283,230
Value of total assets at beginning of year2015-12-31$125,743,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,278,999
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,278,999
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,509,962
Value of net assets at end of year (total assets less liabilities)2015-12-31$117,283,230
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,743,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$93,526,939
Value of interest in master investment trust accounts at beginning of year2015-12-31$107,420,603
Value of interest in common/collective trusts at end of year2015-12-31$22,038,268
Value of interest in common/collective trusts at beginning of year2015-12-31$16,059,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$51,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$32,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$32,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,666,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,230,025
Net investment gain or loss from common/collective trusts2015-12-31$-2,772,021
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 plan2015-12-31Yes
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,131,889
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOBER, MARKEY, FEDOROVICH & CO
Accountancy firm EIN2015-12-31341523030
2014 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,097,808
Total unrealized appreciation/depreciation of assets2014-12-31$1,097,808
Total transfer of assets from this plan2014-12-31$850,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,403,701
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,258,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,065,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$125,743,192
Value of total assets at beginning of year2014-12-31$125,447,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,193,233
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,193,233
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,145,302
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,743,192
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$125,447,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$107,420,603
Value of interest in master investment trust accounts at beginning of year2014-12-31$95,560,741
Value of interest in common/collective trusts at end of year2014-12-31$16,059,795
Value of interest in common/collective trusts at beginning of year2014-12-31$27,238,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$32,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$35,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$35,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,230,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,613,082
Net investment gain or loss from common/collective trusts2014-12-31$5,305,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,065,166
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOBER MARKEY FEDOROVICH
2013 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$316,108
Total unrealized appreciation/depreciation of assets2013-12-31$316,108
Total transfer of assets from this plan2013-12-31$1,254,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$22,282,894
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,961,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,024,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$125,447,890
Value of total assets at beginning of year2013-12-31$109,381,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$937,402
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$937,402
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$17,320,973
Value of net assets at end of year (total assets less liabilities)2013-12-31$125,447,890
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$109,381,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$95,560,741
Value of interest in master investment trust accounts at beginning of year2013-12-31$91,231,403
Value of interest in common/collective trusts at end of year2013-12-31$27,238,441
Value of interest in common/collective trusts at beginning of year2013-12-31$15,563,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$35,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,613,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,586,769
Net investment gain or loss from common/collective trusts2013-12-31$21,966,786
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,024,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
2012 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$58,624
Total unrealized appreciation/depreciation of assets2012-12-31$58,624
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$1,600,000
Total income from all sources (including contributions)2012-12-31$58,624
Total of all expenses incurred2012-12-31$4,965,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,810,606
Value of total assets at end of year2012-12-31$109,381,498
Value of total assets at beginning of year2012-12-31$101,834,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,154,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,154,992
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,906,974
Value of net assets at end of year (total assets less liabilities)2012-12-31$109,381,498
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$101,834,488
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 master investment trust accounts at end of year2012-12-31$91,231,403
Value of interest in master investment trust accounts at beginning of year2012-12-31$83,297,971
Value of interest in common/collective trusts at end of year2012-12-31$15,563,326
Value of interest in common/collective trusts at beginning of year2012-12-31$15,680,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,586,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,856,052
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,810,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$50,620
Total unrealized appreciation/depreciation of assets2011-12-31$50,620
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$1,500,000
Total income from all sources (including contributions)2011-12-31$50,620
Total of all expenses incurred2011-12-31$4,939,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,871,813
Value of total assets at end of year2011-12-31$101,834,488
Value of total assets at beginning of year2011-12-31$110,458,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,067,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,067,312
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,888,505
Value of net assets at end of year (total assets less liabilities)2011-12-31$101,834,488
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$110,458,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$83,297,971
Value of interest in master investment trust accounts at beginning of year2011-12-31$89,115,912
Value of interest in common/collective trusts at end of year2011-12-31$15,680,465
Value of interest in common/collective trusts at beginning of year2011-12-31$17,657,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,856,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,685,022
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,871,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$19,090,773
Total unrealized appreciation/depreciation of assets2010-12-31$19,090,773
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$1,500,000
Total income from all sources (including contributions)2010-12-31$19,090,773
Total of all expenses incurred2010-12-31$5,387,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,334,636
Value of total assets at end of year2010-12-31$110,458,100
Value of total assets at beginning of year2010-12-31$98,254,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,052,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,052,531
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,703,606
Value of net assets at end of year (total assets less liabilities)2010-12-31$110,458,100
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$98,254,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$89,115,912
Value of interest in master investment trust accounts at beginning of year2010-12-31$77,341,093
Value of interest in common/collective trusts at end of year2010-12-31$17,657,166
Value of interest in common/collective trusts at beginning of year2010-12-31$16,520,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,685,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,392,811
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,334,636
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 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 PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN

2022: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION 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 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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: PARK OHIO INDUSTRIES AND SUBSIDIARIES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $36,594
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered131
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $37,129
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered122
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $36,004
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $24,013
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $22,951
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered138
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $25,061
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered142
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 $26,010
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered155
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 $24,218
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered161
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 $21,556
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered161
Insurance policy start date2012-01-11
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $20,115
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberM00540
Policy instance 1
Insurance contract or identification numberM00540
Number of Individuals Covered166
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,929

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