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UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. 401k Plan overview

Plan NameUNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC.
Plan identification number 005

UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. Benefits

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

401k Sponsoring company profile

FENNER, INC. has sponsored the creation of one or more 401k plans.

Company Name:FENNER, INC.
Employer identification number (EIN):362646332
NAIC Classification:326200

Additional information about FENNER, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2016-11-09
Company Identification Number: 0802580752
Legal Registered Office Address: 311 W STIEGEL ST C/O SARA ROWE

MANHEIM
United States of America (USA)
17545

More information about FENNER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052020-01-01
0052018-12-01BEN FICKLEN2020-08-11
0052017-12-01
0052017-12-01
0052016-12-01
0052015-12-01
0052014-12-01
0052013-12-01BEN FICKLEN2015-04-13
0052012-12-01BEN FICKLEN2014-05-29
0052011-12-01SHELLEY LABLUE-MURPHY2013-06-24
0052010-12-01BEN FICKLEN2012-06-22

Plan Statistics for UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC.

401k plan membership statisitcs for UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC.

Measure Date Value
2020: UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. 2020 401k membership
Market value of plan assets2020-12-31612,139
Acturial value of plan assets2020-12-31612,139
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3118,627
Active participant vested funding target2020-12-31435,105
Number of active participants2020-12-3120
Total funding liabilities for active participants2020-12-31439,598
Total participant count2020-12-3121
Total funding target for all participants2020-12-31458,225
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3174,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3174,248
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-316,352
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. 2019 401k membership
Market value of plan assets2019-10-31356,193
Acturial value of plan assets2019-10-31356,193
Funding target for retired participants and beneficiaries receiving payment2019-10-31283,203
Number of terminated vested participants2019-10-3115
Fundng target for terminated vested participants2019-10-31103,080
Active participant vested funding target2019-10-310
Number of active participants2019-10-310
Total funding liabilities for active participants2019-10-310
Total participant count2019-10-3148
Total funding target for all participants2019-10-31386,283
Balance at beginning of prior year after applicable adjustments2019-10-310
Prefunding balance at beginning of prior year after applicable adjustments2019-10-31242
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-310
Prefunding balanced used to offset prior years funding requirement2019-10-310
Amount remaining of carryover balance2019-10-310
Amount remaining of prefunding balance2019-10-31242
Present value of excess contributions2019-10-31107,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-31113,035
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-310
Reductions in caryover balances due to elections or deemed elections2019-10-310
Reductions in prefunding balances due to elections or deemed elections2019-10-310
Balance of carryovers at beginning of current year2019-10-310
Balance of prefunding at beginning of current year2019-10-31246
Total employer contributions2019-10-3121,969
Total employee contributions2019-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-310
Contributions made to avoid restrictions adjusted to valuation date2019-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-3121,436
Unpaid minimum required contributions for all prior years2019-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-310
Remaining amount of unpaid minimum required contributions2019-10-310
Minimum required contributions for current year target normal cost2019-10-314,583
Net shortfall amortization installment of oustanding balance2019-10-3130,336
Waiver amortization installment2019-10-310
Total funding amount beforereflecting carryover/prefunding balances2019-10-3118,409
Additional cash requirement2019-10-3118,409
Contributions allocatedtoward minimum required contributions for current year2019-10-3121,436
Unpaid minimum required contributions for current year2019-10-310
Unpaid minimum required contributions for all years2019-10-310
2018: UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. 2018 401k membership
Market value of plan assets2018-11-30246,489
Acturial value of plan assets2018-11-30246,489
Funding target for retired participants and beneficiaries receiving payment2018-11-30305,315
Number of terminated vested participants2018-11-3015
Fundng target for terminated vested participants2018-11-3098,351
Active participant vested funding target2018-11-300
Number of active participants2018-11-300
Total funding liabilities for active participants2018-11-300
Total participant count2018-11-3051
Total funding target for all participants2018-11-30403,666
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-30240
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-300
Prefunding balanced used to offset prior years funding requirement2018-11-300
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-30240
Present value of excess contributions2018-11-301,518
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-301,606
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-30242
Total employer contributions2018-11-30155,288
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-30143,741
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-305,000
Net shortfall amortization installment of oustanding balance2018-11-30157,419
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-3036,710
Additional cash requirement2018-11-3036,710
Contributions allocatedtoward minimum required contributions for current year2018-11-30143,741
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: UNION MEMBERS PENSION PLAN OF RUSSELL MFG. DIV. OF FENNER, INC. 2017 401k membership
Market value of plan assets2017-11-30256,616
Acturial value of plan assets2017-11-30256,616
Funding target for retired participants and beneficiaries receiving payment2017-11-30320,321
Number of terminated vested participants2017-11-3015
Fundng target for terminated vested participants2017-11-3094,043
Active participant vested funding target2017-11-300
Number of active participants2017-11-300
Total funding liabilities for active participants2017-11-300
Total participant count2017-11-3053
Total funding target for all participants2017-11-30414,364
Balance at beginning of prior year after applicable adjustments2017-11-302,216
Prefunding balance at beginning of prior year after applicable adjustments2017-11-3010,063
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-302,216
Prefunding balanced used to offset prior years funding requirement2017-11-309,803
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-30260
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-30240
Total employer contributions2017-11-3036,855
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-3034,986
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-305,000
Net shortfall amortization installment of oustanding balance2017-11-30157,988
Waiver amortization installment2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-3033,468
Additional cash requirement2017-11-3033,468
Contributions allocatedtoward minimum required contributions for current year2017-11-3034,986
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

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