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WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameWHIRLPOOL HOLLY EMPLOYEES PENSION PLAN
Plan identification number 125

WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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).

401k Sponsoring company profile

WHIRLPOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:WHIRLPOOL CORPORATION
Employer identification number (EIN):381490038
NAIC Classification:335200

Additional information about WHIRLPOOL CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1956-03-22
Company Identification Number: 0001732506
Legal Registered Office Address: 2000 N M 63 C/O MAIL DROP #2610

BENTON HARBOR
United States of America (USA)
49022

More information about WHIRLPOOL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1252022-01-01
1252021-01-01
1252020-01-01
1252019-01-01
1252018-01-01

Plan Statistics for WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN

401k plan membership statisitcs for WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN

Measure Date Value
2022: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31517,724,353
Acturial value of plan assets2022-12-31517,100,333
Funding target for retired participants and beneficiaries receiving payment2022-12-31331,792,934
Number of terminated vested participants2022-12-311,454
Fundng target for terminated vested participants2022-12-3118,262,784
Active participant vested funding target2022-12-3115,893,250
Number of active participants2022-12-311,113
Total funding liabilities for active participants2022-12-3116,964,742
Total participant count2022-12-3112,124
Total funding target for all participants2022-12-31367,020,460
Balance at beginning of prior year after applicable adjustments2022-12-3148,484
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31749,470
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3148,484
Amount remaining of prefunding balance2022-12-31749,470
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3149,124
Balance of prefunding at beginning of current year2022-12-31759,363
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,920,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0112,124
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31555,998,113
Acturial value of plan assets2021-12-31500,398,302
Funding target for retired participants and beneficiaries receiving payment2021-12-31357,344,847
Number of terminated vested participants2021-12-311,516
Fundng target for terminated vested participants2021-12-3117,375,195
Active participant vested funding target2021-12-3116,906,673
Number of active participants2021-12-311,205
Total funding liabilities for active participants2021-12-3117,867,923
Total participant count2021-12-3112,807
Total funding target for all participants2021-12-31392,587,965
Balance at beginning of prior year after applicable adjustments2021-12-3141,678
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31644,262
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3141,678
Amount remaining of prefunding balance2021-12-31644,262
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3148,484
Balance of prefunding at beginning of current year2021-12-31749,470
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,925,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0112,807
Total number of active participants reported on line 7a of the Form 55002021-01-011,113
Number of retired or separated participants receiving benefits2021-01-017,795
Number of other retired or separated participants entitled to future benefits2021-01-01904
Total of all active and inactive participants2021-01-019,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012,313
Total participants2021-01-0112,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31524,430,313
Acturial value of plan assets2020-12-31497,462,050
Funding target for retired participants and beneficiaries receiving payment2020-12-31400,018,083
Number of terminated vested participants2020-12-311,769
Fundng target for terminated vested participants2020-12-3118,785,395
Active participant vested funding target2020-12-3120,963,519
Number of active participants2020-12-311,340
Total funding liabilities for active participants2020-12-3122,049,298
Total participant count2020-12-3113,641
Total funding target for all participants2020-12-31440,852,776
Balance at beginning of prior year after applicable adjustments2020-12-3134,328
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31530,650
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 balance2020-12-3134,328
Amount remaining of prefunding balance2020-12-31530,650
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3141,678
Balance of prefunding at beginning of current year2020-12-31644,262
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 cost2020-12-311,785,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0113,641
Total number of active participants reported on line 7a of the Form 55002020-01-011,205
Number of retired or separated participants receiving benefits2020-01-018,280
Number of other retired or separated participants entitled to future benefits2020-01-01942
Total of all active and inactive participants2020-01-0110,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012,380
Total participants2020-01-0112,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31492,731,219
Acturial value of plan assets2019-12-31533,147,903
Funding target for retired participants and beneficiaries receiving payment2019-12-31426,578,121
Number of terminated vested participants2019-12-312,102
Fundng target for terminated vested participants2019-12-3129,922,476
Active participant vested funding target2019-12-3122,414,040
Number of active participants2019-12-311,426
Total funding liabilities for active participants2019-12-3123,400,692
Total participant count2019-12-3114,659
Total funding target for all participants2019-12-31479,901,289
Balance at beginning of prior year after applicable adjustments2019-12-3136,017
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31556,762
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3136,017
Amount remaining of prefunding balance2019-12-31556,762
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3134,328
Balance of prefunding at beginning of current year2019-12-31530,650
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,410,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0114,659
Total number of active participants reported on line 7a of the Form 55002019-01-011,340
Number of retired or separated participants receiving benefits2019-01-018,289
Number of other retired or separated participants entitled to future benefits2019-01-01983
Total of all active and inactive participants2019-01-0110,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013,029
Total participants2019-01-0113,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31593,026,466
Acturial value of plan assets2018-12-31593,026,466
Funding target for retired participants and beneficiaries receiving payment2018-12-31451,179,986
Number of terminated vested participants2018-12-312,399
Fundng target for terminated vested participants2018-12-3143,264,734
Active participant vested funding target2018-12-3123,515,605
Number of active participants2018-12-311,541
Total funding liabilities for active participants2018-12-3124,465,647
Total participant count2018-12-3115,589
Total funding target for all participants2018-12-31518,910,367
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3136,017
Balance of prefunding at beginning of current year2018-12-31556,762
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,260,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0115,589
Total number of active participants reported on line 7a of the Form 55002018-01-011,426
Number of retired or separated participants receiving benefits2018-01-018,554
Number of other retired or separated participants entitled to future benefits2018-01-011,477
Total of all active and inactive participants2018-01-0111,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013,202
Total participants2018-01-0114,659
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN

Measure Date Value
2022 : WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$365,219,938
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-106,087,963
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$44,881,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$43,815,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$0
Value of total assets at beginning of year2022-12-31$516,189,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,066,912
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$18,270
Administrative expenses (other) incurred2022-12-31$1,066,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-150,969,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$516,189,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$516,189,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$43,815,005
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA P.C.
Accountancy firm EIN2022-12-31135381590
2021 : WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,789,387
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$44,500,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$43,398,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$516,189,818
Value of total assets at beginning of year2021-12-31$554,900,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,101,402
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$1,101,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-38,710,974
Value of net assets at end of year (total assets less liabilities)2021-12-31$516,189,818
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$554,900,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$516,189,818
Value of interest in master investment trust accounts at beginning of year2021-12-31$554,900,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$43,398,959
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$81,507,140
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$49,858,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,014,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$554,900,792
Value of total assets at beginning of year2020-12-31$523,252,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,844,094
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,844,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$31,648,462
Value of net assets at end of year (total assets less liabilities)2020-12-31$554,900,792
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$523,252,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$554,900,792
Value of interest in master investment trust accounts at beginning of year2020-12-31$523,252,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,014,584
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$96,656,042
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$65,522,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$62,355,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$523,252,330
Value of total assets at beginning of year2019-12-31$492,118,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,166,931
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$3,166,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,133,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$523,252,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$492,118,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$523,252,330
Value of interest in master investment trust accounts at beginning of year2019-12-31$492,118,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$62,355,292
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$593,086,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-27,616,080
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$73,352,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$72,182,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$492,118,511
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,170,108
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$30,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$173,094
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-6,805
Administrative expenses (other) incurred2018-12-31$1,170,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-100,968,381
Value of net assets at end of year (total assets less liabilities)2018-12-31$492,118,511
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$492,118,511
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$72,188,998
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590

Form 5500 Responses for WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN

2022: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHIRLPOOL HOLLY EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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