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WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 401k Plan overview

Plan NameWEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN
Plan identification number 002

WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WEIMER BEARING & TRANSMISSION INC. has sponsored the creation of one or more 401k plans.

Company Name:WEIMER BEARING & TRANSMISSION INC.
Employer identification number (EIN):390931834
NAIC Classification:333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL STANGL
0022016-01-01DANIEL STANGL
0022015-01-01DANIEL STANGL
0022014-01-01DANIEL STANGL
0022013-01-01DANIEL STANGL2014-07-30
0022012-01-01DANIEL STANGL2013-07-15
0022011-01-01DANIEL STANGL
0022010-01-01DANIEL STANGL
0022009-01-01DANIEL STANGL

Plan Statistics for WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN

401k plan membership statisitcs for WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN

Measure Date Value
2022: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01376
Total number of active participants reported on line 7a of the Form 55002022-01-01334
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01384
Number of participants with account balances2022-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01256
Total number of active participants reported on line 7a of the Form 55002021-01-01257
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01297
Number of participants with account balances2021-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01256
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01254
Number of participants with account balances2020-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01238
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01256
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01222
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01240
Number of participants with account balances2018-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01202
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01220
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01179
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01150
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01174
Number of participants with account balances2015-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0112
2014: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01167
Number of participants with account balances2014-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2011: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0180
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0191
Number of participants with account balances2011-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0195
Total number of active participants reported on line 7a of the Form 55002010-01-0179
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0193
Number of participants with account balances2010-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0193
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0189
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN

Measure Date Value
2022 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$1,317,461
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$5,475
Total income from all sources (including contributions)2022-12-31$-1,391,013
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,009,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$907,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,394,789
Value of total assets at end of year2022-12-31$40,966,231
Value of total assets at beginning of year2022-12-31$44,689,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,902
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,537,413
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,778,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,475
Total non interest bearing cash at end of year2022-12-31$44,575
Total non interest bearing cash at beginning of year2022-12-31$10,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,400,241
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,966,231
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,683,933
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
Investment advisory and management fees2022-12-31$16,425
Value of interest in pooled separate accounts at end of year2022-12-31$39,515,356
Value of interest in pooled separate accounts at beginning of year2022-12-31$43,302,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$103,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$90,810
Net investment gain/loss from pooled separate accounts2022-12-31$-7,785,802
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
Contributions received in cash from employer2022-12-31$2,078,415
Employer contributions (assets) at end of year2022-12-31$1,302,878
Employer contributions (assets) at beginning of year2022-12-31$1,285,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$907,326
Contract administrator fees2022-12-31$85,477
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VRAKAS S.C.
Accountancy firm EIN2022-12-31391453055
2021 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS 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$5,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,152
Total income from all sources (including contributions)2021-12-31$8,076,002
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,230,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,119,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,178,352
Value of total assets at end of year2021-12-31$44,689,408
Value of total assets at beginning of year2021-12-31$37,841,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,104
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$1,672,973
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$41,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,152
Total non interest bearing cash at end of year2021-12-31$10,920
Total non interest bearing cash at beginning of year2021-12-31$3,152
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$6,845,109
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,683,933
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,838,824
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
Investment advisory and management fees2021-12-31$16,423
Value of interest in pooled separate accounts at end of year2021-12-31$43,302,678
Value of interest in pooled separate accounts at beginning of year2021-12-31$36,862,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$90,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$80,765
Net investment gain/loss from pooled separate accounts2021-12-31$4,897,650
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
Contributions received in cash from employer2021-12-31$1,463,502
Employer contributions (assets) at end of year2021-12-31$1,285,000
Employer contributions (assets) at beginning of year2021-12-31$895,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,119,789
Contract administrator fees2021-12-31$94,681
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,163
Total income from all sources (including contributions)2020-12-31$7,978,538
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$359,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$272,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,556,671
Value of total assets at end of year2020-12-31$37,841,976
Value of total assets at beginning of year2020-12-31$30,226,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,714
Total interest from all sources2020-12-31$58
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
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$1,479,163
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,394
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,163
Total non interest bearing cash at end of year2020-12-31$3,152
Total non interest bearing cash at beginning of year2020-12-31$5,163
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$7,618,878
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,838,824
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,220,885
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
Investment advisory and management fees2020-12-31$10,882
Value of interest in pooled separate accounts at end of year2020-12-31$36,862,308
Value of interest in pooled separate accounts at beginning of year2020-12-31$29,610,439
Interest on participant loans2020-12-31$58
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$80,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$71,928
Net investment gain/loss from pooled separate accounts2020-12-31$5,421,809
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
Contributions received in cash from employer2020-12-31$1,056,687
Employer contributions (assets) at end of year2020-12-31$895,751
Employer contributions (assets) at beginning of year2020-12-31$535,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$272,946
Contract administrator fees2020-12-31$75,832
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$3,896
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,075
Total income from all sources (including contributions)2019-12-31$7,585,164
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,058,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$967,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,013,418
Value of total assets at end of year2019-12-31$30,226,048
Value of total assets at beginning of year2019-12-31$23,704,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,572
Total interest from all sources2019-12-31$1,651
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$1,308,814
Participant contributions at end of year2019-12-31$3,394
Participant contributions at beginning of year2019-12-31$18,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,075
Other income not declared elsewhere2019-12-31$273
Total non interest bearing cash at end of year2019-12-31$5,163
Total non interest bearing cash at beginning of year2019-12-31$9,363
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$6,526,350
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,220,885
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,698,431
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
Investment advisory and management fees2019-12-31$21,588
Value of interest in pooled separate accounts at end of year2019-12-31$29,610,439
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,655,413
Interest on participant loans2019-12-31$389
Interest earned on other investments2019-12-31$1,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$71,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$85,876
Net investment gain/loss from pooled separate accounts2019-12-31$5,569,822
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
Contributions received in cash from employer2019-12-31$687,072
Employer contributions (assets) at end of year2019-12-31$535,124
Employer contributions (assets) at beginning of year2019-12-31$935,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$967,242
Contract administrator fees2019-12-31$69,984
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
2018 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,075
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$997,592
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$228,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,516,184
Value of total assets at end of year2018-12-31$23,704,506
Value of total assets at beginning of year2018-12-31$22,988,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,097
Total interest from all sources2018-12-31$1,886
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
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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-interest2018-12-31No
Contributions received from participants2018-12-31$1,090,767
Participant contributions at end of year2018-12-31$18,440
Participant contributions at beginning of year2018-12-31$41,577
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$358,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$32,194
Total non interest bearing cash at end of year2018-12-31$9,363
Total non interest bearing cash at beginning of year2018-12-31$12,469
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$709,632
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,698,431
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,988,799
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
Investment advisory and management fees2018-12-31$21,900
Value of interest in pooled separate accounts at end of year2018-12-31$22,655,413
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,920,028
Interest on participant loans2018-12-31$1,195
Interest earned on other investments2018-12-31$691
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$85,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$129,917
Net investment gain/loss from pooled separate accounts2018-12-31$-1,552,672
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$1,067,034
Employer contributions (assets) at end of year2018-12-31$935,414
Employer contributions (assets) at beginning of year2018-12-31$884,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$228,863
Contract administrator fees2018-12-31$37,197
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2018-12-31391531945
2017 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,386,972
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$645,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$620,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,934,424
Value of total assets at end of year2017-12-31$22,988,799
Value of total assets at beginning of year2017-12-31$18,247,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,868
Total interest from all sources2017-12-31$2,907
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$891,812
Participant contributions at end of year2017-12-31$41,577
Participant contributions at beginning of year2017-12-31$67,949
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,491
Other income not declared elsewhere2017-12-31$67,300
Total non interest bearing cash at end of year2017-12-31$12,469
Total non interest bearing cash at beginning of year2017-12-31$30,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,741,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,988,799
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,247,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,900
Value of interest in pooled separate accounts at end of year2017-12-31$21,920,028
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,181,481
Interest on participant loans2017-12-31$2,332
Interest earned on other investments2017-12-31$575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$129,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$117,150
Net investment gain/loss from pooled separate accounts2017-12-31$3,382,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$996,121
Employer contributions (assets) at end of year2017-12-31$884,808
Employer contributions (assets) at beginning of year2017-12-31$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$620,536
Contract administrator fees2017-12-31$2,968
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2017-12-31391531945
2016 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,109,716
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$378,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$359,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,825,813
Value of total assets at end of year2016-12-31$18,247,231
Value of total assets at beginning of year2016-12-31$15,515,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,721
Total interest from all sources2016-12-31$4,012
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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$755,868
Participant contributions at end of year2016-12-31$67,949
Participant contributions at beginning of year2016-12-31$125,324
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$124,672
Other income not declared elsewhere2016-12-31$50,158
Total non interest bearing cash at end of year2016-12-31$30,651
Total non interest bearing cash at beginning of year2016-12-31$26,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,731,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,247,231
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,515,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$16,425
Value of interest in pooled separate accounts at end of year2016-12-31$17,181,481
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,392,799
Interest on participant loans2016-12-31$3,560
Interest earned on other investments2016-12-31$452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$117,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$125,276
Net investment gain/loss from pooled separate accounts2016-12-31$1,229,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$945,273
Employer contributions (assets) at end of year2016-12-31$850,000
Employer contributions (assets) at beginning of year2016-12-31$845,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$359,401
Contract administrator fees2016-12-31$2,296
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2016-12-31391531945
2015 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$6,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,955,010
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,125,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,102,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,213,990
Value of total assets at end of year2015-12-31$15,515,637
Value of total assets at beginning of year2015-12-31$15,693,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,799
Total interest from all sources2015-12-31$5,572
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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$667,695
Participant contributions at end of year2015-12-31$125,324
Participant contributions at beginning of year2015-12-31$133,596
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$615,284
Other income not declared elsewhere2015-12-31$45,165
Total non interest bearing cash at end of year2015-12-31$26,972
Total non interest bearing cash at beginning of year2015-12-31$32,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-170,866
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,515,637
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,693,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,663
Value of interest in pooled separate accounts at end of year2015-12-31$14,392,799
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,672,738
Interest on participant loans2015-12-31$5,399
Interest earned on other investments2015-12-31$173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$125,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$53,854
Net investment gain/loss from pooled separate accounts2015-12-31$-309,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$931,011
Employer contributions (assets) at end of year2015-12-31$845,266
Employer contributions (assets) at beginning of year2015-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,102,077
Contract administrator fees2015-12-31$3,136
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2015-12-31391531945
2014 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-291
Total unrealized appreciation/depreciation of assets2014-12-31$-291
Total transfer of assets from this plan2014-12-31$4,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,242,450
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$878,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$846,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,594,563
Value of total assets at end of year2014-12-31$15,693,184
Value of total assets at beginning of year2014-12-31$14,333,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$32,022
Total interest from all sources2014-12-31$5,253
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$654,153
Participant contributions at end of year2014-12-31$133,596
Participant contributions at beginning of year2014-12-31$104,431
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$47,608
Other income not declared elsewhere2014-12-31$28,271
Total non interest bearing cash at end of year2014-12-31$32,996
Total non interest bearing cash at beginning of year2014-12-31$453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,364,099
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,693,184
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,333,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$28,930
Value of interest in pooled separate accounts at end of year2014-12-31$14,672,738
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,395,653
Interest on participant loans2014-12-31$5,191
Interest earned on other investments2014-12-31$62
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$53,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$49,857
Net investment gain/loss from pooled separate accounts2014-12-31$614,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$892,802
Employer contributions (assets) at end of year2014-12-31$800,000
Employer contributions (assets) at beginning of year2014-12-31$782,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$846,329
Contract administrator fees2014-12-31$3,092
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FREYBERG HINKLE ASHLAND POWERS & ST
Accountancy firm EIN2014-12-31391531945
2011 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$-5,996
Total income from all sources2011-12-31$941,912
Expenses. Total of all expenses incurred2011-12-31$208,185
Benefits paid (including direct rollovers)2011-12-31$175,113
Total plan assets at end of year2011-12-31$10,308,547
Total plan assets at beginning of year2011-12-31$9,580,816
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$475,043
Contributions received from other sources (not participants or employers)2011-12-31$1,901
Other income received2011-12-31$-232,487
Net income (gross income less expenses)2011-12-31$733,727
Net plan assets at end of year (total assets less liabilities)2011-12-31$10,308,547
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$9,580,816
Assets. Value of participant loans2011-12-31$73,073
Total contributions received or receivable from employer(s)2011-12-31$697,455
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$33,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$2,033,783
Expenses. Total of all expenses incurred2010-12-31$105,794
Benefits paid (including direct rollovers)2010-12-31$73,028
Total plan assets at end of year2010-12-31$9,580,816
Total plan assets at beginning of year2010-12-31$7,652,827
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$450,763
Other income received2010-12-31$1,003,726
Net income (gross income less expenses)2010-12-31$1,927,989
Net plan assets at end of year (total assets less liabilities)2010-12-31$9,580,816
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,652,827
Assets. Value of participant loans2010-12-31$80,584
Total contributions received or receivable from employer(s)2010-12-31$579,294
Value of corrective distributions2010-12-31$6,370
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$26,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN

2022: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2011: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered415
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,731
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23731
Additional information about fees paid to insurance brokerTPA FEES PAID TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered313
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,206
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23206
Additional information about fees paid to insurance brokerTPA FEES PAID (DISTRIBUTION FEES) TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered263
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $16,029
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16029
Additional information about fees paid to insurance brokerTPA FEES PAID (DISTRIBUTION FEES) TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,341
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5341
Additional information about fees paid to insurance brokerTPA FEES PAID (DISTRIBUTION FEES) TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered245
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,765
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2765
Additional information about fees paid to insurance brokerTPA FEES PAID (DISTRIBUTION FEES) TPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered237
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,005
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees15005
Additional information about fees paid to insurance brokerTPA FEES PAID (DISTRIBUTION FEES) TPA COMPENSATION
Insurance broker organization code?5
Insurance broker namePENSION INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,132
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14600
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $0
Insurance broker namePENSION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered163
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,715
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28930
Additional information about fees paid to insurance brokerRIA FEES PAID
Insurance broker organization code?4
Insurance broker namePENSION INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered99
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,481
Total amount of fees paid to insurance companyUSD $20,627
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number30837
Policy instance 1
Insurance contract or identification number30837
Number of Individuals Covered100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,436
Total amount of fees paid to insurance companyUSD $1,300
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,436
Insurance broker organization code?3
Amount paid for insurance broker fees1300
Additional information about fees paid to insurance brokerLOAN AND DISTRIBUTION FEES
Insurance broker namePENSION INC

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