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AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameAMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN
Plan identification number 502

AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

AMSTED INDUSTRIES INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:AMSTED INDUSTRIES INCORPORATED
Employer identification number (EIN):360730380
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about AMSTED INDUSTRIES INCORPORATED

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0666111

More information about AMSTED INDUSTRIES INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-10-01
5022020-10-01
5022019-10-01
5022018-10-01
5022017-10-01WAYNE LUCE
5022016-10-01SHIRLEY WHITESELL
5022015-10-01SHIRLEY WHITESELL
5022014-10-01SHIRLEY WHITESELL SHIRLEY WHITESELL2016-07-15
5022013-10-01SHIRLEY WHITESELL SHIRLEY WHITESELL2015-07-10
5022012-10-01SHIRLEY WHITESELL SHIRLEY WHITESELL2014-07-02
5022011-10-01SHIRLEY J WHITESELL
5022010-10-01SHIRLEY J WHITESELL

Plan Statistics for AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

401k plan membership statisitcs for AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2021: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,164
Total number of active participants reported on line 7a of the Form 55002021-10-011,130
Total of all active and inactive participants2021-10-011,130
2020: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-012,226
Total number of active participants reported on line 7a of the Form 55002020-10-011,164
Total of all active and inactive participants2020-10-011,164
2019: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-012,271
Total number of active participants reported on line 7a of the Form 55002019-10-012,218
Total of all active and inactive participants2019-10-012,218
2018: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-012,296
Total number of active participants reported on line 7a of the Form 55002018-10-012,271
Total of all active and inactive participants2018-10-012,271
2017: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-012,410
Number of retired or separated participants receiving benefits2017-10-012,336
Total of all active and inactive participants2017-10-012,336
2016: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-012,378
Number of retired or separated participants receiving benefits2016-10-012,410
Total of all active and inactive participants2016-10-012,410
2015: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-012,885
Number of retired or separated participants receiving benefits2015-10-012,378
Total of all active and inactive participants2015-10-012,378
2014: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-012,796
Number of retired or separated participants receiving benefits2014-10-012,885
Total of all active and inactive participants2014-10-012,885
2013: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-013,287
Number of retired or separated participants receiving benefits2013-10-012,796
Total of all active and inactive participants2013-10-012,796
2012: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-013,314
Total number of active participants reported on line 7a of the Form 55002012-10-013,287
Total of all active and inactive participants2012-10-013,287
2011: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-019,924
Total number of active participants reported on line 7a of the Form 55002011-10-010
Number of retired or separated participants receiving benefits2011-10-013,314
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-013,314
2010: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-019,484
Total number of active participants reported on line 7a of the Form 55002010-10-010
Number of retired or separated participants receiving benefits2010-10-013,381
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-013,381

Financial Data on AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2015 : AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$9,108,132
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$10,125,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$9,561,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$9,108,016
Value of total assets at end of year2015-09-30$0
Value of total assets at beginning of year2015-09-30$1,017,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$563,388
Total interest from all sources2015-09-30$116
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$563,388
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$15,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$5,415,103
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$435,027
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$781,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,017,243
Value of net assets at end of year (total assets less liabilities)2015-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,017,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$582,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$116
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$781,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$2,911,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$8,780,356
Did the plan have assets held for investment2015-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30CROWE HORWATH LLP
Accountancy firm EIN2015-09-30350921680
2014 : AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$9,254,968
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$9,924,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$9,283,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$9,253,914
Value of total assets at end of year2014-09-30$1,017,243
Value of total assets at beginning of year2014-09-30$1,686,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$640,387
Total interest from all sources2014-09-30$1,054
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$640,387
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$15,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$5,684,472
Participant contributions at end of year2014-09-30$435,027
Participant contributions at beginning of year2014-09-30$480,768
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$825,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$-669,345
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,017,243
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,686,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$582,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$1,205,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$8
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$1,054
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$825,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$2,743,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$8,458,152
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30CROWE HORWATH LLP
Accountancy firm EIN2014-09-30350921680
2013 : AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$11,631,466
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$10,997,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$10,306,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$11,630,579
Value of total assets at end of year2013-09-30$1,686,588
Value of total assets at beginning of year2013-09-30$1,052,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$690,297
Total interest from all sources2013-09-30$887
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$690,297
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$15,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$5,565,180
Participant contributions at end of year2013-09-30$480,768
Participant contributions at beginning of year2013-09-30$470,490
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$928,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$634,269
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,686,588
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,052,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$1,205,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$581,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$32
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$32
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$887
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$928,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$5,136,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$9,378,406
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30CROWE HORWATH LLP
Accountancy firm EIN2013-09-30350921680
2012 : AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$11,176,756
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$11,329,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$10,698,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$11,141,730
Value of total assets at end of year2012-09-30$1,052,319
Value of total assets at beginning of year2012-09-30$1,205,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$631,120
Total interest from all sources2012-09-30$35,026
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$631,120
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$15,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$5,777,886
Participant contributions at end of year2012-09-30$470,490
Participant contributions at beginning of year2012-09-30$513,000
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$937,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$-153,193
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,052,319
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,205,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$581,797
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$692,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$32
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$16
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$16
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$35,026
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$937,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$4,426,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$9,761,565
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30CROWE HORWATH LLP
Accountancy firm EIN2012-09-30350921680
2011 : AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$631,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$11,648,952
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$11,075,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$10,455,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$11,643,441
Value of total assets at end of year2011-09-30$1,205,512
Value of total assets at beginning of year2011-09-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$619,515
Total interest from all sources2011-09-30$5,511
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$619,515
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$15,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$7,098,441
Participant contributions at end of year2011-09-30$513,000
Participant contributions at beginning of year2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$573,896
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,205,512
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$692,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$16
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$5,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$4,545,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$10,455,541
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30CROWE HORWATH LLP
Accountancy firm EIN2011-09-30350921680

Form 5500 Responses for AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN

2021: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: AMSTED INDUSTRIES INCORPORATED RETIREE WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01First time form 5500 has been submittedYes
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019120
Policy instance 1
Insurance contract or identification numberF019120
Number of Individuals Covered1158
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $294,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019120
Policy instance 1
Insurance contract or identification numberF019120
Number of Individuals Covered2214
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $644,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019120
Policy instance 1
Insurance contract or identification numberF019120
Number of Individuals Covered2218
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019120
Policy instance 1
Insurance contract or identification numberF019120
Number of Individuals Covered2259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF019120
Policy instance 1
Insurance contract or identification numberF019120
Number of Individuals Covered2332
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 BenefitYes
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
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473355
Policy instance 1
Insurance contract or identification number0473355
Number of Individuals Covered2378
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $48,249
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $48,249
Insurance broker organization code?3
Insurance broker namePLEXUS GROUPE LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473355
Policy instance 1
Insurance contract or identification number0473355
Number of Individuals Covered2398
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $36,068
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $36,068
Insurance broker organization code?3
Insurance broker namePLEXUS GROUPE LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473355
Policy instance 1
Insurance contract or identification number0473355
Number of Individuals Covered8698
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $110,975
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110,975
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker namePLEXUS GROUPE LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0473355
Policy instance 1
Insurance contract or identification number0473355
Number of Individuals Covered9015
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 $115,243
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 BenefitYes
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
Amount paid for insurance broker fees115243
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
Insurance broker namePLEXUS GROUPE LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number473355
Policy instance 1
Insurance contract or identification number473355
Number of Individuals Covered9653
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $89,666
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 BenefitYes
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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number634093
Policy instance 1
Insurance contract or identification number634093
Number of Individuals Covered2977
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 $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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

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