401k Plan data: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY plan

EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 401k Plan overview

Plan Name	EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY
Plan identification number	001

EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALFRED BENESCH & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ALFRED BENESCH & COMPANY

Employer identification number (EIN): 362407363

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about ALFRED BENESCH & COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 5126311

More information about ALFRED BENESCH & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 KRISTINA HORN KRISTINA HORN 2016-04-15
001 2014-06-01 KRISTINA HORN KRISTINA HORN 2015-10-15
001 2013-06-01 KRISTINA HORN KRISTINA HORN 2015-03-03
001 2012-06-01 KRISTINA HORN KRISTINA HORN 2013-12-26
001 2011-06-01 KRISTINA HORN
001 2010-06-01 KRISTINA HORN
001 2009-06-01 KRISTINA HORN
001 2009-06-01 KRISTINA HORN
001 2009-06-01 KRISTINA HORN
001 2009-06-01 KRISTINA HORN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	KRISTINA HORN	KRISTINA HORN	2016-04-15
001	2014-06-01	KRISTINA HORN	KRISTINA HORN	2015-10-15
001	2013-06-01	KRISTINA HORN	KRISTINA HORN	2015-03-03
001	2012-06-01	KRISTINA HORN	KRISTINA HORN	2013-12-26
001	2011-06-01	KRISTINA HORN
001	2010-06-01	KRISTINA HORN
001	2009-06-01	KRISTINA HORN
001	2009-06-01	KRISTINA HORN
001	2009-06-01	KRISTINA HORN
001	2009-06-01	KRISTINA HORN

Plan Statistics for EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY

401k plan membership statisitcs for EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY

Measure Date Value
2015: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 588
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2014 401k membership
Total participants, beginning-of-year 2014-06-01 580
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 464
Number of retired or separated participants receiving benefits 2014-06-01 2
Number of other retired or separated participants entitled to future benefits 2014-06-01 120
Total of all active and inactive participants 2014-06-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 2
Total participants 2014-06-01 588
Number of participants with account balances 2014-06-01 588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 5
2013: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2013 401k membership
Total participants, beginning-of-year 2013-06-01 513
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 433
Number of retired or separated participants receiving benefits 2013-06-01 1
Number of other retired or separated participants entitled to future benefits 2013-06-01 123
Total of all active and inactive participants 2013-06-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 1
Total participants 2013-06-01 558
Number of participants with account balances 2013-06-01 558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 11
2012: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2012 401k membership
Total participants, beginning-of-year 2012-06-01 396
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 400
Number of retired or separated participants receiving benefits 2012-06-01 10
Number of other retired or separated participants entitled to future benefits 2012-06-01 102
Total of all active and inactive participants 2012-06-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 1
Total participants 2012-06-01 513
Number of participants with account balances 2012-06-01 421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 22
2011: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2011 401k membership
Total participants, beginning-of-year 2011-06-01 282
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 316
Number of retired or separated participants receiving benefits 2011-06-01 6
Number of other retired or separated participants entitled to future benefits 2011-06-01 72
Total of all active and inactive participants 2011-06-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 2
Total participants 2011-06-01 396
Number of participants with account balances 2011-06-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 17
2010: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2010 401k membership
Total participants, beginning-of-year 2010-06-01 270
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 225
Number of retired or separated participants receiving benefits 2010-06-01 6
Number of other retired or separated participants entitled to future benefits 2010-06-01 50
Total of all active and inactive participants 2010-06-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 1
Total participants 2010-06-01 282
Number of participants with account balances 2010-06-01 282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 32
2009: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2009 401k membership
Total participants, beginning-of-year 2009-06-01 252
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 199
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 70
Total of all active and inactive participants 2009-06-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 270
Number of participants with account balances 2009-06-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 4

Measure	Date	Value
2015: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	588
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2014 401k membership
Total participants, beginning-of-year	2014-06-01	580
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	464
Number of retired or separated participants receiving benefits	2014-06-01	2
Number of other retired or separated participants entitled to future benefits	2014-06-01	120
Total of all active and inactive participants	2014-06-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	2
Total participants	2014-06-01	588
Number of participants with account balances	2014-06-01	588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	5
2013: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2013 401k membership
Total participants, beginning-of-year	2013-06-01	513
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	433
Number of retired or separated participants receiving benefits	2013-06-01	1
Number of other retired or separated participants entitled to future benefits	2013-06-01	123
Total of all active and inactive participants	2013-06-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	1
Total participants	2013-06-01	558
Number of participants with account balances	2013-06-01	558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	11
2012: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2012 401k membership
Total participants, beginning-of-year	2012-06-01	396
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	400
Number of retired or separated participants receiving benefits	2012-06-01	10
Number of other retired or separated participants entitled to future benefits	2012-06-01	102
Total of all active and inactive participants	2012-06-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	1
Total participants	2012-06-01	513
Number of participants with account balances	2012-06-01	421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	22
2011: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2011 401k membership
Total participants, beginning-of-year	2011-06-01	282
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	316
Number of retired or separated participants receiving benefits	2011-06-01	6
Number of other retired or separated participants entitled to future benefits	2011-06-01	72
Total of all active and inactive participants	2011-06-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	2
Total participants	2011-06-01	396
Number of participants with account balances	2011-06-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	17
2010: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2010 401k membership
Total participants, beginning-of-year	2010-06-01	270
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	225
Number of retired or separated participants receiving benefits	2010-06-01	6
Number of other retired or separated participants entitled to future benefits	2010-06-01	50
Total of all active and inactive participants	2010-06-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	1
Total participants	2010-06-01	282
Number of participants with account balances	2010-06-01	282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	32
2009: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2009 401k membership
Total participants, beginning-of-year	2009-06-01	252
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	199
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	70
Total of all active and inactive participants	2009-06-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	270
Number of participants with account balances	2009-06-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	4

Financial Data on EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY

Measure	Date	Value
2015 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2015 401k financial data
Total transfer of assets from this plan	2015-01-08	$25,051,971
Total income from all sources (including contributions)	2015-01-08	$-504,825
Total of all expenses incurred	2015-01-08	$2,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-01-08	$2,300
Value of total assets at end of year	2015-01-08	$0
Value of total assets at beginning of year	2015-01-08	$25,559,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-01-08	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-01-08	$0
Was this plan covered by a fidelity bond	2015-01-08	Yes
Value of fidelity bond cover	2015-01-08	$1,000,000
If this is an individual account plan, was there a blackout period	2015-01-08	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-01-08	No
Participant contributions at end of year	2015-01-08	$0
Participant contributions at beginning of year	2015-01-08	$81,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-08	No
Value of net income/loss	2015-01-08	$-507,125
Value of net assets at end of year (total assets less liabilities)	2015-01-08	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-01-08	$25,559,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-01-08	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-01-08	No
Were any leases to which the plan was party in default or uncollectible	2015-01-08	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-01-08	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-01-08	$0
Value of interest in pooled separate accounts at end of year	2015-01-08	$0
Value of interest in pooled separate accounts at beginning of year	2015-01-08	$19,902,270
Value of interest in common/collective trusts at end of year	2015-01-08	$0
Value of interest in common/collective trusts at beginning of year	2015-01-08	$1,970,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-01-08	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-01-08	$63,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-01-08	$63,359
Net investment gain/loss from pooled separate accounts	2015-01-08	$-504,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-01-08	No
Was there a failure to transmit to the plan any participant contributions	2015-01-08	No
Has the plan failed to provide any benefit when due under the plan	2015-01-08	No
Assets. Invements in employer securities at beginning of year	2015-01-08	$0
Employer contributions (assets) at end of year	2015-01-08	$0
Employer contributions (assets) at beginning of year	2015-01-08	$3,541,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-01-08	$2,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-01-08	No
Did the plan have assets held for investment	2015-01-08	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-01-08	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-01-08	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-01-08	Yes
Opinion of an independent qualified public accountant for this plan	2015-01-08	Disclaimer
Accountancy firm name	2015-01-08	MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN	2015-01-08	363480013
2014 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,397,602
Total of all expenses incurred	2014-12-31	$891,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$890,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,389,623
Value of total assets at end of year	2014-12-31	$25,559,096
Value of total assets at beginning of year	2014-12-31	$24,053,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,289
Total interest from all sources	2014-12-31	$2,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$1,331,630
Amount contributed by the employer to the plan for this plan year	2014-12-31	$1,331,630
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$81,606
Participant contributions at beginning of year	2014-12-31	$116,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,505,891
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$25,559,096
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$24,053,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,785,295
Value of interest in pooled separate accounts at end of year	2014-12-31	$19,902,270
Interest on participant loans	2014-12-31	$2,647
Value of interest in common/collective trusts at end of year	2014-12-31	$1,970,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$63,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,005,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,389,623
Employer contributions (assets) at end of year	2014-12-31	$3,541,496
Employer contributions (assets) at beginning of year	2014-12-31	$2,151,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$890,422
Contract administrator fees	2014-12-31	$1,289
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN	2014-12-31	363480013
Total income from all sources (including contributions)	2014-05-31	$4,975,086
Total of all expenses incurred	2014-05-31	$1,394,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,378,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$2,152,636
Value of total assets at end of year	2014-05-31	$24,053,205
Value of total assets at beginning of year	2014-05-31	$20,472,136
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$15,536
Total interest from all sources	2014-05-31	$8,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-05-31	$0
Minimum employer required contribution for this plan year	2014-05-31	$2,152,636
Amount contributed by the employer to the plan for this plan year	2014-05-31	$2,152,636
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Participant contributions at end of year	2014-05-31	$116,037
Participant contributions at beginning of year	2014-05-31	$220,598
Administrative expenses (other) incurred	2014-05-31	$13,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$3,581,069
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$24,053,205
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$20,472,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$21,785,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$18,427,299
Interest on participant loans	2014-05-31	$6,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-05-31	$1,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$2,814,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$2,152,636
Employer contributions (assets) at end of year	2014-05-31	$2,151,873
Employer contributions (assets) at beginning of year	2014-05-31	$1,824,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,378,481
Contract administrator fees	2014-05-31	$1,797
Did the plan have assets held for investment	2014-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	MATHIESON MOYSKI AUSTIN & CO. LLP
Accountancy firm EIN	2014-05-31	363480013
2013 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2013 401k financial data
Total income from all sources (including contributions)	2013-05-31	$4,758,163
Total of all expenses incurred	2013-05-31	$759,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$755,058
Expenses. Certain deemed distributions of participant loans	2013-05-31	$2,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,828,680
Value of total assets at end of year	2013-05-31	$20,472,136
Value of total assets at beginning of year	2013-05-31	$16,473,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$1,303
Total interest from all sources	2013-05-31	$24,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Minimum employer required contribution for this plan year	2013-05-31	$1,534,303
Amount contributed by the employer to the plan for this plan year	2013-05-31	$1,534,303
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Participant contributions at end of year	2013-05-31	$220,598
Participant contributions at beginning of year	2013-05-31	$168,092
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$3,482
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-05-31	$2,706
Administrative expenses (other) incurred	2013-05-31	$1,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$3,998,885
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$20,472,136
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$16,473,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$18,427,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$14,770,856
Interest on participant loans	2013-05-31	$8,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-05-31	$15,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$2,905,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$1,825,198
Employer contributions (assets) at end of year	2013-05-31	$1,824,239
Employer contributions (assets) at beginning of year	2013-05-31	$1,534,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$752,352
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN	2013-05-31	364323082
2012 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2012 401k financial data
Total income from all sources (including contributions)	2012-05-31	$913,504
Total of all expenses incurred	2012-05-31	$407,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$401,676
Expenses. Certain deemed distributions of participant loans	2012-05-31	$5,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,594,250
Value of total assets at end of year	2012-05-31	$16,473,251
Value of total assets at beginning of year	2012-05-31	$15,967,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$316
Total interest from all sources	2012-05-31	$29,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Funding deficiency by the employer to the plan for this plan year	2012-05-31	$0
Minimum employer required contribution for this plan year	2012-05-31	$1,364,123
Amount contributed by the employer to the plan for this plan year	2012-05-31	$1,364,123
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Participant contributions at end of year	2012-05-31	$168,092
Participant contributions at beginning of year	2012-05-31	$160,193
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$59,947
Administrative expenses (other) incurred	2012-05-31	$316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$505,835
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$16,473,251
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$15,967,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$14,770,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$14,443,100
Interest on participant loans	2012-05-31	$8,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-31	$21,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-710,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,534,303
Employer contributions (assets) at end of year	2012-05-31	$1,534,303
Employer contributions (assets) at beginning of year	2012-05-31	$1,364,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$401,676
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN	2012-05-31	364323082
2011 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2011 401k financial data
Total income from all sources (including contributions)	2011-05-31	$3,878,273
Total of all expenses incurred	2011-05-31	$495,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$495,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,364,123
Value of total assets at end of year	2011-05-31	$15,967,416
Value of total assets at beginning of year	2011-05-31	$12,584,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$56
Total interest from all sources	2011-05-31	$45,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Funding deficiency by the employer to the plan for this plan year	2011-05-31	$0
Minimum employer required contribution for this plan year	2011-05-31	$1,014,016
Amount contributed by the employer to the plan for this plan year	2011-05-31	$1,014,016
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Participant contributions at end of year	2011-05-31	$160,193
Participant contributions at beginning of year	2011-05-31	$129,600
Administrative expenses (other) incurred	2011-05-31	$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$3,383,127
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$15,967,416
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$12,584,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$14,443,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$11,440,673
Interest on participant loans	2011-05-31	$6,546
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$38,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$2,468,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,364,123
Employer contributions (assets) at end of year	2011-05-31	$1,364,123
Employer contributions (assets) at beginning of year	2011-05-31	$1,014,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$495,090
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	CORCORAN ENDER & ASSOCIATES LLC
Accountancy firm EIN	2011-05-31	364323082
2010 : EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2010 401k financial data
Minimum employer required contribution for this plan year	2010-05-31	$850,579
Amount contributed by the employer to the plan for this plan year	2010-05-31	$850,579

Form 5500 Responses for EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY

2015: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Insurance	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Insurance	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement – Insurance	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEES MONEY PURCHASE PENSION PLAN OF ALFRED BENESCH & COMPANY 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	Yes
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-01-06
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Number of Individuals Covered	485
Insurance policy start date	2014-06-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $5,426
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Amount paid for insurance broker fees	5426
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5
Insurance broker name	ERISA, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Number of Individuals Covered	499
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
Total amount of commissions paid to insurance broker	USD $71,230
Total amount of fees paid to insurance company	USD $8,785
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $38,675
Insurance broker organization code?	3
Amount paid for insurance broker fees	4623
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM FEE
Insurance broker name	E.R.I.S.A., INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Number of Individuals Covered	421
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $79,731
Total amount of fees paid to insurance company	USD $7,862
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $79,731
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	7862
Insurance broker name	RONALD P ROTI

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Number of Individuals Covered	396
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
Total amount of commissions paid to insurance broker	USD $64,311
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

878899

Policy instance

Insurance contract or identification number	878899
Insurance policy start date	2010-06-01
Insurance policy end date	2011-05-31
Total amount of commissions paid to insurance broker	USD $64,694
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALFRED BENESCH & COMPANY
Employer identification number (EIN):	362407363
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	5126311