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CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 401k Plan overview

Plan NameCHICAGO METALLIC RETIREMENT AND SAVINGS PLAN
Plan identification number 001

CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN Benefits

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

401k Sponsoring company profile

CHICAGO METALLIC COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:CHICAGO METALLIC COMPANY LLC
Employer identification number (EIN):360902480
NAIC Classification:332900

Additional information about CHICAGO METALLIC COMPANY LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5383764

More information about CHICAGO METALLIC COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MARTHA JAHN MARTIN JOHN MEDIO2016-10-04
0012014-01-01MARTHA JAHN MARTIN JOHN MEDIO2015-09-22
0012013-01-01MARTHA JAHN MARTIN JOHN MEDIO2014-10-06
0012012-01-01MARTHA JAHN MARTIN JOHN MEDIO2013-09-20
0012011-01-01MARTHA JAHN MARTIN JOHN MEDIO2012-10-02
0012010-01-01MARTHA JAHN MARTIN JOHN MEDIO2011-09-30
0012009-01-01MARTHA JAHN MARTIN JOHN MEDIO2010-10-04
0012008-01-01MARTHA JAHN MARTIN JOHN MEDIO2010-07-23

Plan Statistics for CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN

401k plan membership statisitcs for CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN

Measure Date Value
2015: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01283
Total number of active participants reported on line 7a of the Form 55002015-01-01207
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0158
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01275
Number of participants with account balances2015-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-01221
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01283
Number of participants with account balances2014-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01339
Total number of active participants reported on line 7a of the Form 55002013-01-01227
Number of retired or separated participants receiving benefits2013-01-0115
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01329
Number of participants with account balances2013-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01313
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01106
Total of all active and inactive participants2012-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01339
Number of participants with account balances2012-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01377
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01313
Number of participants with account balances2011-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01348
Total number of active participants reported on line 7a of the Form 55002010-01-01236
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-01137
Total of all active and inactive participants2010-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01377
Number of participants with account balances2010-01-01377
2009: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01415
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01109
Total of all active and inactive participants2009-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01348
Number of participants with account balances2009-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123
2008: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01440
Total number of active participants reported on line 7a of the Form 55002008-01-01301
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01114
Total of all active and inactive participants2008-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01415
Number of participants with account balances2008-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-015

Financial Data on CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN

Measure Date Value
2015 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$2,051,768
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,562,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,499,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,217,567
Value of total assets at end of year2015-12-31$34,155,785
Value of total assets at beginning of year2015-12-31$35,666,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$63,153
Total interest from all sources2015-12-31$24,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,058,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,058,230
Administrative expenses professional fees incurred2015-12-31$38,325
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,319,660
Participant contributions at end of year2015-12-31$581,515
Participant contributions at beginning of year2015-12-31$543,026
Participant contributions at end of year2015-12-31$38,157
Participant contributions at beginning of year2015-12-31$29,061
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,622,567
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,961,557
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,830
Other income not declared elsewhere2015-12-31$129,401
Administrative expenses (other) incurred2015-12-31$10,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,510,745
Value of net assets at end of year (total assets less liabilities)2015-12-31$34,155,785
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,666,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$14,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,885,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,843,482
Interest on participant loans2015-12-31$24,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,377,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$847,077
Employer contributions (assets) at end of year2015-12-31$27,613
Employer contributions (assets) at beginning of year2015-12-31$289,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,499,360
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$4,081,418
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,050,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,993,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,141,897
Value of total assets at end of year2014-12-31$35,666,530
Value of total assets at beginning of year2014-12-31$36,635,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,948
Total interest from all sources2014-12-31$24,580
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,238,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,238,032
Administrative expenses professional fees incurred2014-12-31$8,000
Was this plan covered by a fidelity bond2014-12-31No
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
Contributions received from participants2014-12-31$1,145,617
Participant contributions at end of year2014-12-31$543,026
Participant contributions at beginning of year2014-12-31$532,590
Participant contributions at end of year2014-12-31$29,061
Participant contributions at beginning of year2014-12-31$58,972
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,961,557
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$7,382,936
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$188,235
Other income not declared elsewhere2014-12-31$173,386
Administrative expenses (other) incurred2014-12-31$6,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-968,911
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,666,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$36,635,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,843,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,371,739
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$24,580
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$503,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$808,045
Employer contributions (assets) at end of year2014-12-31$289,404
Employer contributions (assets) at beginning of year2014-12-31$289,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,993,381
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$6,678,824
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,050,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,009,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,065,303
Value of total assets at end of year2013-12-31$36,635,441
Value of total assets at beginning of year2013-12-31$35,006,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$40,297
Total interest from all sources2013-12-31$23,347
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,003,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,003,438
Administrative expenses professional fees incurred2013-12-31$7,725
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$1,176,161
Participant contributions at end of year2013-12-31$532,590
Participant contributions at beginning of year2013-12-31$520,461
Participant contributions at end of year2013-12-31$58,972
Participant contributions at beginning of year2013-12-31$34,389
Assets. Other investments not covered elsewhere at end of year2013-12-31$7,382,936
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$124,659
Other income not declared elsewhere2013-12-31$219,380
Administrative expenses (other) incurred2013-12-31$2,550
Total non interest bearing cash at beginning of year2013-12-31$0
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$1,628,745
Value of net assets at end of year (total assets less liabilities)2013-12-31$36,635,441
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$35,006,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$30,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,371,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,579,356
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,468,292
Interest on participant loans2013-12-31$23,347
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,367,356
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Contributions received in cash from employer2013-12-31$764,483
Employer contributions (assets) at end of year2013-12-31$289,204
Employer contributions (assets) at beginning of year2013-12-31$404,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,009,782
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 name2013-12-31WOLF & COMPANY LLP
Accountancy firm EIN2013-12-31362985665
2012 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,411,247
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,093,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,070,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,112,867
Value of total assets at end of year2012-12-31$35,006,696
Value of total assets at beginning of year2012-12-31$31,688,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,525
Total interest from all sources2012-12-31$19,729
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$663,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$663,383
Administrative expenses professional fees incurred2012-12-31$4,075
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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
Contributions received from participants2012-12-31$1,205,896
Participant contributions at end of year2012-12-31$520,461
Participant contributions at beginning of year2012-12-31$415,030
Participant contributions at end of year2012-12-31$34,389
Other income not declared elsewhere2012-12-31$151,223
Administrative expenses (other) incurred2012-12-31$3,450
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$17,530,055
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$3,317,909
Value of net assets at end of year (total assets less liabilities)2012-12-31$35,006,696
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,688,787
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
Investment advisory and management fees2012-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,579,356
Value of interest in pooled separate accounts at end of year2012-12-31$8,468,292
Value of interest in pooled separate accounts at beginning of year2012-12-31$13,178,365
Interest on participant loans2012-12-31$19,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,464,045
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$906,971
Employer contributions (assets) at end of year2012-12-31$404,198
Employer contributions (assets) at beginning of year2012-12-31$565,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,070,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31WOLF & COMPANY LLP
Accountancy firm EIN2012-12-31362985665
2011 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,193,039
Total of all expenses incurred2011-12-31$5,428,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,427,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,310,008
Value of total assets at end of year2011-12-31$31,688,787
Value of total assets at beginning of year2011-12-31$34,924,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,199
Total interest from all sources2011-12-31$22,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,143,148
Participant contributions at end of year2011-12-31$415,030
Participant contributions at beginning of year2011-12-31$487,837
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69,821
Total non interest bearing cash at end of year2011-12-31$17,530,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,235,575
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,688,787
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$34,924,362
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 pooled separate accounts at end of year2011-12-31$13,178,365
Value of interest in pooled separate accounts at beginning of year2011-12-31$34,028,268
Interest on participant loans2011-12-31$22,383
Net investment gain/loss from pooled separate accounts2011-12-31$-139,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,097,039
Employer contributions (assets) at end of year2011-12-31$565,337
Employer contributions (assets) at beginning of year2011-12-31$408,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,427,415
Contract administrator fees2011-12-31$1,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WOLF & COMPANY LLP
Accountancy firm EIN2011-12-31362985665
2010 : CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,032,356
Total of all expenses incurred2010-12-31$1,707,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,706,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,950,268
Value of total assets at end of year2010-12-31$34,924,362
Value of total assets at beginning of year2010-12-31$31,599,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$450
Total interest from all sources2010-12-31$28,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,061,048
Participant contributions at end of year2010-12-31$487,837
Participant contributions at beginning of year2010-12-31$543,733
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,262
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$3,325,131
Value of net assets at end of year (total assets less liabilities)2010-12-31$34,924,362
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$31,599,231
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 pooled separate accounts at end of year2010-12-31$34,028,268
Value of interest in pooled separate accounts at beginning of year2010-12-31$30,803,933
Interest on participant loans2010-12-31$28,417
Net investment gain/loss from pooled separate accounts2010-12-31$3,053,671
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$853,958
Employer contributions (assets) at end of year2010-12-31$408,257
Employer contributions (assets) at beginning of year2010-12-31$251,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,706,775
Contract administrator fees2010-12-31$450
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WOLF & COMPANY LLP
Accountancy firm EIN2010-12-31362985665

Form 5500 Responses for CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN

2015: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CHICAGO METALLIC RETIREMENT AND SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

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