BADGER METER, INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2018: BADGER METER PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 759 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BADGER METER PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 42,947,012 |
| Acturial value of plan assets | 2017-12-31 | 42,963,323 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 16,015,779 |
| Number of terminated vested participants | 2017-12-31 | 112 |
| Fundng target for terminated vested participants | 2017-12-31 | 3,005,750 |
| Active participant vested funding target | 2017-12-31 | 18,464,221 |
| Number of active participants | 2017-12-31 | 306 |
| Total funding liabilities for active participants | 2017-12-31 | 18,731,607 |
| Total participant count | 2017-12-31 | 781 |
| Total funding target for all participants | 2017-12-31 | 37,753,136 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 750,179 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 794,290 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 3,100,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,841,697 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 521,552 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,841,697 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 781 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 279 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 295 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 108 |
| Total of all active and inactive participants | 2017-01-01 | 682 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 77 |
| Total participants | 2017-01-01 | 759 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BADGER METER PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 44,508,280 |
| Acturial value of plan assets | 2016-12-31 | 46,748,452 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 15,794,172 |
| Number of terminated vested participants | 2016-12-31 | 174 |
| Fundng target for terminated vested participants | 2016-12-31 | 4,108,140 |
| Active participant vested funding target | 2016-12-31 | 20,290,139 |
| Number of active participants | 2016-12-31 | 335 |
| Total funding liabilities for active participants | 2016-12-31 | 20,573,313 |
| Total participant count | 2016-12-31 | 887 |
| Total funding target for all participants | 2016-12-31 | 40,475,625 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 904,754 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 959,944 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 825,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 750,179 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 311,983 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 750,179 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 887 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 306 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 283 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 109 |
| Total of all active and inactive participants | 2016-01-01 | 698 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 83 |
| Total participants | 2016-01-01 | 781 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BADGER METER PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 895 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 335 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 296 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 166 |
| Total of all active and inactive participants | 2015-01-01 | 797 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 90 |
| Total participants | 2015-01-01 | 887 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BADGER METER PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 938 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 352 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 288 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 168 |
| Total of all active and inactive participants | 2014-01-01 | 808 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 87 |
| Total participants | 2014-01-01 | 895 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BADGER METER PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 955 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 383 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 284 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 178 |
| Total of all active and inactive participants | 2013-01-01 | 845 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 85 |
| Total participants | 2013-01-01 | 930 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BADGER METER PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,000 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 417 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 278 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 179 |
| Total of all active and inactive participants | 2012-01-01 | 874 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 81 |
| Total participants | 2012-01-01 | 955 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BADGER METER PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,049 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 451 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 283 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 189 |
| Total of all active and inactive participants | 2011-01-01 | 923 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 78 |
| Total participants | 2011-01-01 | 1,001 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
| 2009: BADGER METER PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 541 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 291 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 171 |
| Total of all active and inactive participants | 2009-01-01 | 1,003 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 80 |
| Total participants | 2009-01-01 | 1,083 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2018 : BADGER METER PENSION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| 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 | $147,384 |
| Total income from all sources (including contributions) | 2018-12-31 | $-995,284 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $43,529,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $43,014,821 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
| Value of total assets at end of year | 2018-12-31 | $154 |
| Value of total assets at beginning of year | 2018-12-31 | $44,672,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $514,888 |
| Total interest from all sources | 2018-12-31 | $36,884 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $101,769 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $101,769 |
| Administrative expenses professional fees incurred | 2018-12-31 | $461,864 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $147 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $21,248 |
| Administrative expenses (other) incurred | 2018-12-31 | $53,024 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $147,384 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-44,524,993 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $154 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $44,525,147 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,078,212 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $34,731,600 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $741,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $741,471 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $36,884 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,133,937 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $3,100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $43,014,821 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2018-12-31 | 390758449 |
| 2017 : BADGER METER PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-3,746,267 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-3,746,267 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $147,384 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $36,685 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,558,912 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $4,011,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,303,773 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,100,000 |
| Value of total assets at end of year | 2017-12-31 | $44,672,531 |
| Value of total assets at beginning of year | 2017-12-31 | $43,014,407 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $707,714 |
| Total interest from all sources | 2017-12-31 | $6,904 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $259,766 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-12-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $259,766 |
| Administrative expenses professional fees incurred | 2017-12-31 | $653,637 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $21,248 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $10,338 |
| Administrative expenses (other) incurred | 2017-12-31 | $54,077 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $147,384 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $36,685 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,547,425 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $44,525,147 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $42,977,722 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $3,746,099 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,078,212 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,601,567 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $34,731,600 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $29,990,810 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $741,471 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $840,593 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $840,593 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $6,904 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,403,407 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,535,102 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,100,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $3,100,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $825,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,303,773 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2017-12-31 | 390758449 |
| 2016 : BADGER METER PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $325,099 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $325,099 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $36,685 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $15,886 |
| Total income from all sources (including contributions) | 2016-12-31 | $4,640,069 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $6,210,683 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,692,613 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $825,000 |
| Value of total assets at end of year | 2016-12-31 | $43,014,407 |
| Value of total assets at beginning of year | 2016-12-31 | $44,564,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $518,070 |
| Total interest from all sources | 2016-12-31 | $11,967 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $394,532 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $10,338 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $10 |
| Administrative expenses (other) incurred | 2016-12-31 | $123,538 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $36,685 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $15,886 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-1,570,614 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $42,977,722 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $44,548,336 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $3,746,099 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $3,421,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,601,567 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $29,990,810 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $39,108,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $840,593 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,035,108 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,035,108 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $11,967 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $478,613 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,999,390 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $825,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $825,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,692,613 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2016-12-31 | 390758449 |
| 2015 : BADGER METER PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-40,634 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-40,634 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $15,886 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $78,235 |
| Total income from all sources (including contributions) | 2015-12-31 | $-77,724 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $3,899,509 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,593,788 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,000,000 |
| Value of total assets at end of year | 2015-12-31 | $44,564,222 |
| Value of total assets at beginning of year | 2015-12-31 | $48,603,804 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $305,721 |
| Total interest from all sources | 2015-12-31 | $99 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $227,514 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $10 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $14 |
| Administrative expenses (other) incurred | 2015-12-31 | $78,207 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $15,886 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $78,235 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-3,977,233 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $44,548,336 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,525,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $3,421,000 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $3,461,637 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $39,108,100 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $44,245,610 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,035,108 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $896,539 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $896,539 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $99 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,037,189 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,000,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,000,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,593,788 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2015-12-31 | 390758449 |
| 2014 : BADGER METER PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-724,528 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-724,528 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $78,235 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $34,325 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,192,044 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $4,558,213 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,284,316 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
| Value of total assets at end of year | 2014-12-31 | $48,603,804 |
| Value of total assets at beginning of year | 2014-12-31 | $49,926,063 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $273,897 |
| Total interest from all sources | 2014-12-31 | $206 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $542,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $542,879 |
| Administrative expenses professional fees incurred | 2014-12-31 | $228,327 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $14 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $53,337 |
| Administrative expenses (other) incurred | 2014-12-31 | $45,570 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $78,235 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $34,325 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $39,349 |
| 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 | $-1,366,169 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $48,525,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $49,891,738 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $3,461,637 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $46,840,829 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $44,245,610 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $896,539 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $206 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,576,451 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $797,036 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,284,316 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $2,992,548 |
| 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 | WIPFLI LLP |
| Accountancy firm EIN | 2014-12-31 | 390758449 |
| 2013 : BADGER METER PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,003,654 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,003,654 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $34,325 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $40,471 |
| Total income from all sources (including contributions) | 2013-12-31 | $7,377,178 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $4,038,604 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,777,507 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $49,926,063 |
| Value of total assets at beginning of year | 2013-12-31 | $46,593,635 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $261,097 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,059,076 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $995,578 |
| Administrative expenses professional fees incurred | 2013-12-31 | $195,166 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $53,337 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $46,858 |
| Administrative expenses (other) incurred | 2013-12-31 | $65,931 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $34,325 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $40,471 |
| Total non interest bearing cash at end of year | 2013-12-31 | $39,349 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,338,574 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $49,891,738 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $46,553,164 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $46,840,829 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,227,008 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,354,799 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $458,339 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $458,339 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,314,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Income. Dividends from common stock | 2013-12-31 | $63,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,777,507 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $2,992,548 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $3,506,631 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2013-12-31 | 390758449 |
| 2012 : BADGER METER PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $644,059 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $644,059 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $40,471 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $53,003 |
| Total income from all sources (including contributions) | 2012-12-31 | $5,908,280 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $4,260,344 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,084,675 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
| Value of total assets at end of year | 2012-12-31 | $46,593,635 |
| Value of total assets at beginning of year | 2012-12-31 | $44,958,231 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $175,669 |
| Total interest from all sources | 2012-12-31 | $60 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,269,527 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $81,245 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $46,858 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $42,191 |
| Administrative expenses (other) incurred | 2012-12-31 | $70,684 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $40,471 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $43,492 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,647,936 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $46,553,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $44,905,228 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $23,740 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $37,227,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $32,128,322 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,354,799 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,635,001 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $458,339 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $611,478 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $611,478 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $60 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,754,303 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $240,331 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $1,096,829 |
| Income. Dividends from preferred stock | 2012-12-31 | $61,121 |
| Income. Dividends from common stock | 2012-12-31 | $1,208,406 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,084,675 |
| 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 | 2012-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $3,506,631 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,444,410 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $9,511 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2012-12-31 | 390758449 |
| 2011 : BADGER METER PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-443,269 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-443,269 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $53,003 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $107,284 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,003,919 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $5,632,471 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,306,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,096,829 |
| Value of total assets at end of year | 2011-12-31 | $44,958,231 |
| Value of total assets at beginning of year | 2011-12-31 | $49,641,064 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $325,759 |
| Total interest from all sources | 2011-12-31 | $106 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,155,622 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,112,537 |
| Administrative expenses professional fees incurred | 2011-12-31 | $220,523 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $42,191 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $51,291 |
| Administrative expenses (other) incurred | 2011-12-31 | $37,520 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $43,492 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,667 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-4,628,552 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $44,905,228 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $49,533,780 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $67,716 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $32,128,322 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $37,383,190 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,635,001 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $4,860,629 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $611,478 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $791,061 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $791,061 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $106 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-750,067 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $-55,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,096,829 |
| Employer contributions (assets) at end of year | 2011-12-31 | $1,096,829 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
| Income. Dividends from common stock | 2011-12-31 | $43,085 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,306,712 |
| 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 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,444,410 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $6,554,893 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $9,511 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $104,617 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2011-12-31 | 390758449 |
| 2010 : BADGER METER PENSION PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $942,285 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $942,285 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $107,284 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $127,261 |
| Total income from all sources (including contributions) | 2010-12-31 | $6,054,688 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $3,875,978 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,692,297 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
| Value of total assets at end of year | 2010-12-31 | $49,641,064 |
| Value of total assets at beginning of year | 2010-12-31 | $47,482,331 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $183,681 |
| Total interest from all sources | 2010-12-31 | $13,451 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $805,069 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $719,086 |
| Administrative expenses professional fees incurred | 2010-12-31 | $127,225 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $51,291 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $68,666 |
| Administrative expenses (other) incurred | 2010-12-31 | $38,920 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,667 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $35,448 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,178,710 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $49,533,780 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $47,355,070 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $17,536 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $37,383,190 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $31,970,697 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $4,860,629 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,382,023 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $791,061 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $981,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $981,164 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $13,451 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,017,744 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $276,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $4,700,000 |
| Income. Dividends from common stock | 2010-12-31 | $85,983 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,692,297 |
| 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 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $6,554,893 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $5,379,781 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $104,617 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $91,813 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | WIPFLI LLP |
| Accountancy firm EIN | 2010-12-31 | 390758449 |
| 2009 : BADGER METER PENSION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
